AWM
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Alterna Wealth Management’s Kimberly-Clark KMB Stock Holding History

Alterna 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
Q1 		– Sell
-2,886
Closed -$373K – 231
2018
Q4 		$373K Buy
+2,886
New +$320K 0.06% 214

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's KMB Position: Q1 2019 in Review

Alterna Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2019, closing a stake of 2,886 shares — an estimated $373K sold.

Alterna Wealth Management first reported a position in KMB in Q4 2018 and held it in 1 quarter. The position peaked at $373K in Q4 2018. 1,463 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Alterna Wealth Management reported no remaining Kimberly-Clark position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,886 Kimberly-Clark shares in Q1 2019, an estimated $373K.
  • Alterna Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Kimberly-Clark position peaked at $373K in Q4 2018.
  • 1,463 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.