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ARS Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

ARS Wealth Advisors’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 		$330K Sell
2,464
-100
-4% -$13.3K 0.06% 102
2021
Q1 		$356K Buy
2,564
+425
+20% +$56.4K 0.08% 92
2020
Q4 		$288K Buy
2,139
+75
+4% +$10.5K 0.06% 97
2020
Q3 		$305K Hold
2,064
– – 0.08% 80
2020
Q2 		$292K Hold
2,064
– – 0.09% 77
2020
Q1 		$264K Hold
2,064
– – 0.11% 75
2019
Q4 		$284K Buy
2,064
+15
+0.7% +$2.03K 0.08% 92
2019
Q3 		$291K Hold
2,049
– – 0.09% 83
2019
Q2 		$273K Buy
+2,049
New +$264K 0.09% 94
2014
Q1 		– Sell
-2,192
Closed -$220K – 68
2013
Q4 		$220K Buy
+2,192
New +$219K 0.14% 60

Other funds holding KMB

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

ARS Wealth Advisors's KMB Position: Q2 2021 in Review

ARS Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 3.9% in Q2 2021, selling an estimated $13.3K and leaving 2,464 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #102.

ARS Wealth Advisors first reported a position in KMB in Q4 2013 and has held it in 10 quarters since. The position peaked at $356K in Q1 2021. 1,574 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • ARS Wealth Advisors held 2,464 shares of Kimberly-Clark worth $330K as of Q2 2021.
  • ARS Wealth Advisors sold 100 Kimberly-Clark shares in Q2 2021, an estimated $13.3K.
  • Kimberly-Clark made up 0.06% of ARS Wealth Advisors's portfolio in Q2 2021, its #102 holding.
  • ARS Wealth Advisors first reported a position in Kimberly-Clark in Q4 2013 and has held it in 10 quarters since.
  • ARS Wealth Advisors's Kimberly-Clark position peaked at $356K in Q1 2021.
  • 1,574 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.