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Accel Wealth Management’s Kimberly-Clark KMB Stock Holding History

Accel 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
2023
Q2 		– Sell
-707
Closed -$94.9K – 545
2023
Q1 		$94.9K Sell
707
-99
-12% -$12.9K 0.04% 346
2022
Q4 		$109K Buy
806
+200
+33% +$25.4K 0.05% 230
2022
Q3 		$70K Sell
606
-457
-43% -$59.4K 0.04% 309
2022
Q2 		$143K Buy
1,063
+3
+0.3% +$395 0.08% 184
2022
Q1 		$133K Buy
1,060
+1
+0.1% +$132 0.07% 213
2021
Q4 		$151K Buy
1,059
+706
+200% +$95K 0.07% 198
2021
Q3 		$47K Sell
353
-107
-23% -$14.6K 0.03% 332
2021
Q2 		$62K Hold
460
– – 0.04% 304
2021
Q1 		$64K Buy
460
+1
+0.2% +$133 0.05% 279
2020
Q4 		$62K Buy
+459
New +$64.3K 0.06% 257

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accel Wealth Management's KMB Position: Q2 2023 in Review

Accel Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 707 shares — an estimated $94.9K sold.

Accel Wealth Management first reported a position in KMB in Q4 2020 and held it in 10 quarters. The position peaked at $151K in Q4 2021. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Accel Wealth Management reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 707 Kimberly-Clark shares in Q2 2023, an estimated $94.9K.
  • Accel Wealth Management first reported a position in Kimberly-Clark in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Kimberly-Clark position peaked at $151K in Q4 2021.
  • 1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.