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Bernardo Wealth Planning’s Kimberly-Clark KMB Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-3,607
Closed -$486K – 111
2020
Q4 		$486K Buy
3,607
+241
+7% +$33.7K 0.19% 97
2020
Q3 		$497K Buy
3,366
+450
+15% +$67.6K 0.22% 83
2020
Q2 		$412K Sell
2,916
-53
-2% -$7.32K 0.22% 86
2020
Q1 		$379K Sell
2,969
-39
-1% -$5.39K 0.26% 93
2019
Q4 		$413K Sell
3,008
-5
-0.2% -$676 0.25% 97
2019
Q3 		$427K Sell
3,013
-100
-3% -$13.7K 0.31% 84
2019
Q2 		$415K Buy
3,113
+182
+6% +$23.5K 0.33% 84
2019
Q1 		$363K Buy
2,931
+173
+6% +$20.1K 0.29% 94
2018
Q4 		$314K Buy
+2,758
New +$306K 0.28% 96

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernardo Wealth Planning's KMB Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 3,607 shares — an estimated $486K sold.

Bernardo Wealth Planning first reported a position in KMB in Q4 2018 and held it in 9 quarters. The position peaked at $497K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,607 Kimberly-Clark shares in Q1 2021, an estimated $486K.
  • Bernardo Wealth Planning first reported a position in Kimberly-Clark in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Kimberly-Clark position peaked at $497K in Q3 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.