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Curated Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Curated Wealth Partners’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
-1,994
Closed -$277K – 150
2021
Q1 		$277K Sell
1,994
-228
-10% -$30.3K 0.17% 113
2020
Q4 		$300K Buy
+2,222
New +$311K 0.19% 104

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curated Wealth Partners's KMB Position: Q2 2021 in Review

Curated Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 1,994 shares — an estimated $277K sold.

Curated Wealth Partners first reported a position in KMB in Q4 2020 and held it in 2 quarters. The position peaked at $300K in Q4 2020. 1,574 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Curated Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Curated Wealth Partners sold 1,994 Kimberly-Clark shares in Q2 2021, an estimated $277K.
  • Curated Wealth Partners first reported a position in Kimberly-Clark in Q4 2020 and held it in 2 quarters.
  • Curated Wealth Partners's Kimberly-Clark position peaked at $300K in Q4 2020.
  • 1,574 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Curated Wealth Partners's 13F filing for Q2 2021, filed 11 Aug 2021.