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

Aevitas 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
2019
Q2 		– Sell
-1,262
Closed -$156K – 222
2019
Q1 		$156K Sell
1,262
-11
-0.9% -$1.28K 0.14% 114
2018
Q4 		$145K Sell
1,273
-35
-3% -$3.88K 0.15% 113
2018
Q3 		$149K Buy
1,308
+6
+0.5% +$673 0.13% 118
2018
Q2 		$137K Buy
1,302
+5
+0.4% +$519 0.13% 120
2018
Q1 		$143K Buy
1,297
+4
+0.3% +$455 0.14% 117
2017
Q4 		$156K Buy
+1,293
New +$151K 0.15% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Aevitas Wealth Management's KMB Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2019, closing a stake of 1,262 shares — an estimated $156K sold.

Aevitas Wealth Management first reported a position in KMB in Q4 2017 and held it in 6 quarters. The position peaked at $156K in Q1 2019. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Kimberly-Clark position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,262 Kimberly-Clark shares in Q2 2019, an estimated $156K.
  • Aevitas Wealth Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Kimberly-Clark position peaked at $156K in Q1 2019.
  • 1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.