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

BDO 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
2023 Q2	$2.9K	Buy	+21	New	+$2.92K	﹤0.01%	825
2020 Q2	–	Sell	-20	Closed	-$3K	–	733
2020 Q1	$3K	Buy	+20	New	+$2.77K	﹤0.01%	648
2018 Q2	–	Sell	-59	Closed	-$6K	–	666
2018 Q1	$6K	Sell	59 -107	-64%	-$12.2K	﹤0.01%	427
2017 Q4	$20K	Buy	166 +64	+63%	+$7.46K	0.01%	274
2017 Q3	$12K	Sell	102 -34	-25%	-$4.15K	0.01%	297
2017 Q2	$18K	Buy	+136	New	+$17.7K	0.01%	317

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BDO Wealth Advisors's KMB Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Kimberly-Clark (KMB) in Q2 2023: 21 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: BDO Wealth Advisors previously reported a position in KMB as recently as Q1 2020.

BDO Wealth Advisors first reported a position in KMB in Q2 2017 and has held it in 6 quarters since. The position peaked at $20K in Q4 2017. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

BDO Wealth Advisors held 21 shares of Kimberly-Clark worth $2.9K as of Q2 2023.
Kimberly-Clark was a new BDO Wealth Advisors position in Q2 2023.
Kimberly-Clark made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #825 holding.
BDO Wealth Advisors first reported a position in Kimberly-Clark in Q2 2017 and has held it in 6 quarters since.
BDO Wealth Advisors's Kimberly-Clark position peaked at $20K in Q4 2017.
1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.