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

Engrave 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
2020
Q3 		– Sell
-25
Closed -$3K – 251
2020
Q2 		$3K Hold
25
– – ﹤0.01% 363
2020
Q1 		$3K Sell
25
-50
-67% -$6.92K ﹤0.01% 322
2019
Q4 		$10K Buy
+75
New +$10.1K 0.01% 302

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's KMB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 25 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in KMB in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 25 Kimberly-Clark shares in Q3 2020, an estimated $3K.
  • Engrave Wealth Partners first reported a position in Kimberly-Clark in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Kimberly-Clark position peaked at $10K in Q4 2019.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.