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Wetzel Investment Advisors’s Kinder Morgan KMI Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-6,176
Closed -$113K – 538
2024
Q2 		$113K Buy
6,176
+142
+2% +$2.71K 0.06% 164
2024
Q1 		$110K Buy
6,034
+853
+16% +$14.9K 0.06% 171
2023
Q4 		$91K Buy
+5,181
New +$88.3K 0.06% 185

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wetzel Investment Advisors's KMI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Kinder Morgan (KMI) in Q3 2024, closing a stake of 6,176 shares — an estimated $113K sold.

Wetzel Investment Advisors first reported a position in KMI in Q4 2023 and held it in 3 quarters. The position peaked at $113K in Q2 2024. 1,416 funds tracked by Wall St. Rank hold KMI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Kinder Morgan position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 6,176 Kinder Morgan shares in Q3 2024, an estimated $113K.
  • Wetzel Investment Advisors first reported a position in Kinder Morgan in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Kinder Morgan position peaked at $113K in Q2 2024.
  • 1,416 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.