Blue Bell Private Wealth Management’s Kimberly-Clark KMB Stock Holding History

Blue Bell Private Wealth Management’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	-150	Closed	-$21K	–	899
2021 Q4	$21K	Buy	+150	New	+$20.2K	0.01%	303
2016 Q4	–	Sell	-670	Closed	-$85K	–	339
2016 Q3	$85K	Buy	670 +193	+40%	+$25K	0.05%	145
2016 Q2	$66K	Buy	477 +27	+6%	+$3.53K	0.04%	179
2016 Q1	$61K	Hold	450	–	–	0.04%	199
2015 Q4	$57K	Hold	450	–	–	0.04%	198
2015 Q3	$49K	Hold	450	–	–	0.03%	217
2015 Q2	$48K	Hold	450	–	–	0.03%	223
2015 Q1	$48K	Hold	450	–	–	0.03%	217
2014 Q4	$51K	Sell	450 -19	-4%	-$2.11K	0.03%	222
2014 Q3	$48K	Hold	469	–	–	0.03%	237
2014 Q2	$50K	Hold	469	–	–	0.03%	219
2014 Q1	$50K	Hold	469	–	–	0.03%	188
2013 Q4	$47K	Buy	+469	New	+$46.8K	0.04%	196

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Bell Private Wealth Management's KMB Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 150 shares — an estimated $21K sold.

Blue Bell Private Wealth Management first reported a position in KMB in Q4 2013 and held it in 13 quarters. The position peaked at $85K in Q3 2016. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Blue Bell Private Wealth Management reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 150 Kimberly-Clark shares in Q1 2022, an estimated $21K.
Blue Bell Private Wealth Management first reported a position in Kimberly-Clark in Q4 2013 and held it in 13 quarters.
Blue Bell Private Wealth Management's Kimberly-Clark position peaked at $85K in Q3 2016.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.