Advocacy Wealth Management Services’s Kimberly-Clark KMB Stock Holding History

Advocacy Wealth Management 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
2022 Q4	–	Sell	-7	Closed	-$1K	–	87
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	126
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	133
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	168
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	168
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	161
2021 Q2	$1K	Buy	+7	New	+$934	﹤0.01%	176
2018 Q1	–	Sell	-300	Closed	-$36K	–	211
2017 Q4	$36K	Hold	300	–	–	0.02%	63
2017 Q3	$35K	Hold	300	–	–	0.01%	87
2017 Q2	$39K	Hold	300	–	–	0.01%	87
2017 Q1	$39K	Hold	300	–	–	0.01%	89
2016 Q4	$34K	Hold	300	–	–	0.01%	99
2016 Q3	$38K	Hold	300	–	–	0.01%	139
2016 Q2	$41K	Hold	300	–	–	0.02%	165
2016 Q1	$40K	Sell	300 -45	-13%	-$5.85K	0.03%	204
2015 Q4	$44K	Buy	+345	New	+$41.4K	0.05%	176
2013 Q3	$28K	Hold	313	–	–	0.08%	152
2013 Q2	$29K	Buy	+313	New	+$30.2K	0.12%	113

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advocacy Wealth Management Services's KMB Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in KMB in Q2 2013 and held it in 17 quarters. The position peaked at $44K in Q4 2015. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 7 Kimberly-Clark shares in Q4 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Kimberly-Clark in Q2 2013 and held it in 17 quarters.
Advocacy Wealth Management Services's Kimberly-Clark position peaked at $44K in Q4 2015.
1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.