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

Beacon Pointe 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
2019
Q4 		$568K Sell
4,125
-245
-6% -$33.1K 0.1% 147
2019
Q3 		$620K Sell
4,370
-5
-0.1% -$687 0.13% 137
2019
Q2 		$583K Buy
4,375
+28
+0.6% +$3.61K 0.12% 144
2019
Q1 		$540K Sell
4,347
-271
-6% -$31.5K 0.12% 141
2018
Q4 		$530K Buy
+4,618
New +$512K 0.19% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's KMB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 5.6% in Q4 2019, selling an estimated $33.1K and leaving 4,125 shares worth $568K. The position accounts for 0.1% of the portfolio, ranked #147.

Beacon Pointe Wealth Advisors first reported a position in KMB in Q4 2018 and has held it in 5 quarters since. The position peaked at $620K in Q3 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,125 shares of Kimberly-Clark worth $568K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 245 Kimberly-Clark shares in Q4 2019, an estimated $33.1K.
  • Kimberly-Clark made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #147 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Kimberly-Clark in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Kimberly-Clark position peaked at $620K in Q3 2019.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.