WR Wealth Planners’s Kinetik KNTK Stock Holding History

WR Wealth Planners’s Portfolio KNTK Stock Details KNTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-54	Closed	-$2.44K	–	1155
2024 Q3	$2.44K	Buy	54 +1	+2%	+$43	﹤0.01%	868
2024 Q2	$2.2K	Buy	53 +1	+2%	+$40	﹤0.01%	866
2024 Q1	$2.07K	Buy	+52	New	+$1.78K	﹤0.01%	879

Other funds holding KNTK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Unisphere Establishment Vaduz, Liechtenstein $11.7B AUM 0.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WR Wealth Planners's KNTK Position: Q4 2024 in Review

WR Wealth Planners sold out of Kinetik (KNTK) in Q4 2024, closing a stake of 54 shares — an estimated $2.44K sold.

WR Wealth Planners first reported a position in KNTK in Q1 2024 and held it in 3 quarters. The position peaked at $2.44K in Q3 2024. 277 funds tracked by Wall St. Rank hold KNTK as of Q4 2024.

WR Wealth Planners reported no remaining Kinetik position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 54 Kinetik shares in Q4 2024, an estimated $2.44K.
WR Wealth Planners first reported a position in Kinetik in Q1 2024 and held it in 3 quarters.
WR Wealth Planners's Kinetik position peaked at $2.44K in Q3 2024.
277 funds tracked by Wall St. Rank held Kinetik as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.