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Atlas Private Wealth Management’s Kemper KMPR Stock Holding History

Atlas Private Wealth Management’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-148
Closed -$11K – 422
2020
Q4 		$11K Buy
148
+1
+0.7% +$71 0.01% 301
2020
Q3 		$10K Hold
147
– – 0.01% 312
2020
Q2 		$11K Buy
147
+1
+0.7% +$67 0.01% 318
2020
Q1 		$11K Buy
146
+1
+0.7% +$75 0.01% 302
2019
Q4 		$11K Buy
+145
New +$10.8K 0.01% 342

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atlas Private Wealth Management's KMPR Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Kemper (KMPR) in Q1 2021, closing a stake of 148 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in KMPR in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 243 funds tracked by Wall St. Rank hold KMPR as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining Kemper position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 148 Kemper shares in Q1 2021, an estimated $11K.
  • Atlas Private Wealth Management first reported a position in Kemper in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's Kemper position peaked at $11K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Kemper as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.