BHWA
KMB icon

Beacon Harbor Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Beacon Harbor 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
2020
Q3 		– Sell
-24,656
Closed -$3.48M – 52
2020
Q2 		$3.48M Buy
24,656
+506
+2% +$69.8K 2% 14
2020
Q1 		$3.09M Buy
+24,150
New +$3.34M 2.33% 15

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's KMB Position: Q3 2020 in Review

Beacon Harbor Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 24,656 shares — an estimated $3.48M sold.

Beacon Harbor Wealth Advisors first reported a position in KMB in Q1 2020 and held it in 2 quarters. The position peaked at $3.48M in Q2 2020. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 24,656 Kimberly-Clark shares in Q3 2020, an estimated $3.48M.
  • Beacon Harbor Wealth Advisors first reported a position in Kimberly-Clark in Q1 2020 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Kimberly-Clark position peaked at $3.48M in Q2 2020.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.