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Barry Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Barry Investment 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
2022
Q1 		– Sell
-9,375
Closed -$1.35M – 136
2021
Q4 		$1.35M Sell
9,375
-1,312
-12% -$177K 0.36% 43
2021
Q3 		$1.43M Buy
10,687
+58
+0.5% +$7.89K 0.4% 40
2021
Q2 		$1.43M Buy
10,629
+88
+0.8% +$11.7K 0.38% 39
2021
Q1 		$1.48M Buy
10,541
+5,232
+99% +$694K 0.41% 41
2020
Q4 		$720K Buy
5,309
+3,560
+204% +$498K 0.21% 48
2020
Q3 		$260K Buy
1,749
+127
+8% +$19.1K 0.09% 71
2020
Q2 		$231K Buy
+1,622
New +$224K 0.08% 67

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barry Investment Advisors's KMB Position: Q1 2022 in Review

Barry Investment Advisors sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 9,375 shares — an estimated $1.35M sold.

Barry Investment Advisors first reported a position in KMB in Q2 2020 and held it in 7 quarters. The position peaked at $1.48M in Q1 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Barry Investment Advisors reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 9,375 Kimberly-Clark shares in Q1 2022, an estimated $1.35M.
  • Barry Investment Advisors first reported a position in Kimberly-Clark in Q2 2020 and held it in 7 quarters.
  • Barry Investment Advisors's Kimberly-Clark position peaked at $1.48M in Q1 2021.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Barry Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.