APWM
KMB icon

Atlas Private Wealth Management’s Kimberly-Clark KMB Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-125
Closed -$17K – 249
2021
Q1 		$17K Hold
125
– – 0.01% 269
2020
Q4 		$17K Hold
125
– – 0.01% 270
2020
Q3 		$18K Sell
125
-80
-39% -$12K 0.01% 264
2020
Q2 		$29K Hold
205
– – 0.02% 234
2020
Q1 		$26K Sell
205
-417
-67% -$57.7K 0.02% 225
2019
Q4 		$86K Buy
+622
New +$84.1K 0.07% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's KMB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 125 shares — an estimated $17K sold.

Atlas Private Wealth Management first reported a position in KMB in Q4 2019 and held it in 6 quarters. The position peaked at $86K in Q4 2019. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 125 Kimberly-Clark shares in Q2 2021, an estimated $17K.
  • Atlas Private Wealth Management first reported a position in Kimberly-Clark in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Kimberly-Clark position peaked at $86K in Q4 2019.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.