WealthSource Partners’s Kinder Morgan KMI Stock Holding History

WealthSource Partners’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$9K	–	604
2021 Q4	$9K	Buy	+500	New	+$8.32K	﹤0.01%	550

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WealthSource Partners's KMI Position: Q1 2022 in Review

WealthSource Partners sold out of Kinder Morgan (KMI) in Q1 2022, closing a stake of 12,727 shares — an estimated $202K sold.

WealthSource Partners first reported a position in KMI in Q2 2017 and held it in 11 quarters. The position peaked at $466K in Q4 2018. 1,301 funds tracked by Wall St. Rank hold KMI as of Q1 2022.

WealthSource Partners reported no remaining Kinder Morgan position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 12,727 Kinder Morgan shares in Q1 2022, an estimated $202K.
WealthSource Partners first reported a position in Kinder Morgan in Q2 2017 and held it in 11 quarters.
WealthSource Partners's Kinder Morgan position peaked at $466K in Q4 2018.
1,301 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.