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B. Riley Wealth Management’s Kimberly-Clark KMB Stock Holding History

B. Riley 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
Q2 		$1.34K Buy
9,949
+3,408
+52% +$449K ﹤0.01% 262
2022
Q1 		$806K Buy
6,541
+2
+0% +$264 0.06% 242
2021
Q4 		$935K Buy
6,539
+203
+3% +$27.3K 0.06% 245
2021
Q3 		$839K Buy
6,336
+2,272
+56% +$309K 0.06% 249
2021
Q2 		$544K Sell
4,064
-917
-18% -$122K 0.06% 221
2021
Q1 		$693K Sell
4,981
-3,350
-40% -$445K 0.08% 192
2020
Q4 		$1.12M Buy
8,331
+10
+0.1% +$1.4K 0.14% 136
2020
Q3 		$1.23M Sell
8,321
-1,200
-13% -$180K 0.15% 129
2020
Q2 		$1.35M Sell
9,521
-616
-6% -$85K 0.15% 136
2020
Q1 		$1.3M Buy
+10,137
New +$1.4M 0.14% 144
2019
Q3 		– Sell
-1,537
Closed -$205 – 412
2019
Q2 		$205 Sell
1,537
-849
-36% -$109K 0.03% 350
2019
Q1 		$296K Buy
+2,386
New +$277K 0.05% 282
2015
Q3 		– Sell
-469
Closed -$49K – 487
2015
Q2 		$49K Buy
469
+3
+0.6% +$327 0.04% 409
2015
Q1 		$49K Buy
466
+3
+0.6% +$331 0.04% 412
2014
Q4 		$53K Sell
463
-16
-3% -$1.77K 0.04% 387
2014
Q3 		$49K Buy
479
+3
+0.6% +$312 0.04% 413
2014
Q2 		$50K Buy
476
+4
+0.8% +$425 0.03% 467
2014
Q1 		$50K Buy
+472
New +$48.9K 0.04% 440

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Management's KMB Position: Q2 2022 in Review

B. Riley Wealth Management increased its Kimberly-Clark (KMB) stake by 52% in Q2 2022, buying an estimated $449K and bringing the position to 9,949 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

B. Riley Wealth Management first reported a position in KMB in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.35M in Q2 2020. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • B. Riley Wealth Management held 9,949 shares of Kimberly-Clark worth $1.34K as of Q2 2022.
  • B. Riley Wealth Management bought 3,408 Kimberly-Clark shares in Q2 2022, an estimated $449K.
  • Kimberly-Clark made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #262 holding.
  • B. Riley Wealth Management first reported a position in Kimberly-Clark in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's Kimberly-Clark position peaked at $1.35M in Q2 2020.
  • 1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.