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Capital Asset Advisory Services’s Kimberly-Clark KMB Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-359
Closed -$49K – 1101
2020
Q4 		$49K Buy
+359
New +$50.3K 0.01% 624

Other funds holding KMB

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Asset Advisory Services's KMB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 359 shares — an estimated $49K sold.

Capital Asset Advisory Services first reported a position in KMB in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 359 Kimberly-Clark shares in Q1 2021, an estimated $49K.
  • Capital Asset Advisory Services first reported a position in Kimberly-Clark in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Kimberly-Clark position peaked at $49K in Q4 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.