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Acorn Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Acorn Wealth Advisors’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-841
Closed -$88K – 296
2018
Q2 		$88K Hold
841
– – 0.07% 190
2018
Q1 		$87K Hold
841
– – 0.08% 188
2017
Q4 		$100K Buy
+841
New +$98.1K 0.09% 171

Other funds holding KMB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Wealth Advisors's KMB Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2018, closing a stake of 841 shares — an estimated $88K sold.

Acorn Wealth Advisors first reported a position in KMB in Q4 2017 and held it in 3 quarters. The position peaked at $100K in Q4 2017. 1,362 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 841 Kimberly-Clark shares in Q3 2018, an estimated $88K.
  • Acorn Wealth Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Kimberly-Clark position peaked at $100K in Q4 2017.
  • 1,362 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.