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Adams Wealth Management’s Kimberly-Clark KMB Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-449
Closed -$66K – 210
2020
Q3 		$66K Buy
+449
New +$67.4K 0.05% 100

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adams Wealth Management's KMB Position: Q4 2020 in Review

Adams Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 449 shares — an estimated $66K sold.

Adams Wealth Management first reported a position in KMB in Q3 2020 and held it in 1 quarter. The position peaked at $66K in Q3 2020. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • Adams Wealth Management reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 449 Kimberly-Clark shares in Q4 2020, an estimated $66K.
  • Adams Wealth Management first reported a position in Kimberly-Clark in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Kimberly-Clark position peaked at $66K in Q3 2020.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.