Adams Chetwood Wealth Management’s Kimberly-Clark KMB Stock Holding History

Adams Chetwood 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
2022 Q1	$598K	Buy	+4,856	New	+$641K	0.34%	47
2021 Q4	–	Sell	-4,855	Closed	-$643K	–	77
2021 Q3	$643K	Buy	4,855 +74	+2%	+$10.1K	0.47%	48
2021 Q2	$640K	Sell	4,781 -277	-5%	-$37K	0.45%	45
2021 Q1	$703K	Buy	5,058 +195	+4%	+$25.9K	0.54%	42
2020 Q4	$656K	Buy	4,863 +300	+7%	+$42K	0.54%	40
2020 Q3	$674K	Hold	4,563	–	–	0.65%	35
2020 Q2	$645K	Hold	4,563	–	–	0.66%	34
2020 Q1	$632K	Buy	+4,563	New	+$631K	0.74%	32

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Chetwood Wealth Management's KMB Position: Q1 2022 in Review

Adams Chetwood Wealth Management opened a new position in Kimberly-Clark (KMB) in Q1 2022: 4,856 shares worth $598K. The stake represents 0.34% of the portfolio and ranks #47 among its holdings. This is a return to the name: Adams Chetwood Wealth Management previously reported a position in KMB as recently as Q3 2021.

Adams Chetwood Wealth Management first reported a position in KMB in Q1 2020 and has held it in 8 quarters since. The position peaked at $703K in Q1 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Adams Chetwood Wealth Management held 4,856 shares of Kimberly-Clark worth $598K as of Q1 2022.
Kimberly-Clark was a new Adams Chetwood Wealth Management position in Q1 2022.
Kimberly-Clark made up 0.34% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #47 holding.
Adams Chetwood Wealth Management first reported a position in Kimberly-Clark in Q1 2020 and has held it in 8 quarters since.
Adams Chetwood Wealth Management's Kimberly-Clark position peaked at $703K in Q1 2021.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.