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Wealthstreet Investment Advisors’s Kinder Morgan KMI Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-33,958
Closed -$565K – 221
2021
Q1 		$565K Hold
33,958
– – 0.06% 236
2020
Q4 		$464K Sell
33,958
-2,899
-8% -$38.8K 0.05% 248
2020
Q3 		$454K Buy
36,857
+1,800
+5% +$25.1K 0.05% 232
2020
Q2 		$532K Sell
35,057
-1,000
-3% -$15.2K 0.07% 203
2020
Q1 		$502K Sell
36,057
-5,160
-13% -$98.2K 0.07% 187
2019
Q4 		$873K Sell
41,217
-800
-2% -$16.2K 0.1% 163
2019
Q3 		$847K Sell
42,017
-3,600
-8% -$73.9K 0.11% 157
2019
Q2 		$952K Sell
45,617
-2,297
-5% -$46.3K 0.12% 152
2019
Q1 		$959K Buy
47,914
+874
+2% +$16.3K 0.13% 147
2018
Q4 		$842K Sell
47,040
-5,211
-10% -$88.2K 0.12% 151
2018
Q3 		$926K Hold
52,251
– – 0.11% 162
2018
Q2 		$923K Sell
52,251
-5,000
-9% -$81.8K 0.12% 161
2018
Q1 		$862K Buy
57,251
+3,414
+6% +$59.1K 0.11% 170
2017
Q4 		$973K Buy
+53,837
New +$966K 0.12% 160

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Wealthstreet Investment Advisors's KMI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Kinder Morgan (KMI) in Q2 2021, closing a stake of 33,958 shares — an estimated $565K sold.

Wealthstreet Investment Advisors first reported a position in KMI in Q4 2017 and held it in 14 quarters. The position peaked at $973K in Q4 2017. 1,174 funds tracked by Wall St. Rank hold KMI as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Kinder Morgan position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 33,958 Kinder Morgan shares in Q2 2021, an estimated $565K.
  • Wealthstreet Investment Advisors first reported a position in Kinder Morgan in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Kinder Morgan position peaked at $973K in Q4 2017.
  • 1,174 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.