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Westshore Wealth’s Kinder Morgan KMI Stock Holding History

Westshore Wealth’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
2023
Q2 		– Sell
-11,877
Closed -$208K – 115
2023
Q1 		$208K Sell
11,877
-223
-2% -$3.97K 0.11% 102
2022
Q4 		$219K Sell
12,100
-1,170
-9% -$21K 0.12% 98
2022
Q3 		$221K Sell
13,270
-1,300
-9% -$23.1K 0.15% 82
2022
Q2 		$244K Buy
14,570
+400
+3% +$7.49K 0.16% 74
2022
Q1 		$268K Buy
+14,170
New +$249K 0.18% 71
2021
Q2 		– Sell
-16,134
Closed -$269K – 146
2021
Q1 		$269K Buy
+16,134
New +$246K 0.15% 104

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westshore Wealth's KMI Position: Q2 2023 in Review

Westshore Wealth sold out of Kinder Morgan (KMI) in Q2 2023, closing a stake of 11,877 shares — an estimated $208K sold.

Westshore Wealth first reported a position in KMI in Q1 2021 and held it in 6 quarters. The position peaked at $269K in Q1 2021. 1,308 funds tracked by Wall St. Rank hold KMI as of Q2 2023.

  • Westshore Wealth reported no remaining Kinder Morgan position as of Q2 2023 after selling out during the quarter.
  • Westshore Wealth sold 11,877 Kinder Morgan shares in Q2 2023, an estimated $208K.
  • Westshore Wealth first reported a position in Kinder Morgan in Q1 2021 and held it in 6 quarters.
  • Westshore Wealth's Kinder Morgan position peaked at $269K in Q1 2021.
  • 1,308 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2023.

Based on Westshore Wealth's 13F filing for Q2 2023, filed 5 Sep 2023.