Brendel Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Brendel Financial 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
2022 Q2	–	Sell	-1,800	Closed	-$222K	–	107
2022 Q1	$222K	Hold	1,800	–	–	0.12%	104
2021 Q4	$257K	Buy	+1,800	New	+$242K	0.13%	93
2021 Q3	–	Sell	-1,826	Closed	-$244K	–	174
2021 Q2	$244K	Sell	1,826 -20,048	-92%	-$2.67M	0.13%	96
2021 Q1	$3.04M	Buy	+21,874	New	+$2.9M	2.04%	18
2020 Q4	–	Sell	-5,100	Closed	-$753K	–	85
2020 Q3	$753K	Buy	5,100 +374	+8%	+$56.2K	0.6%	44
2020 Q2	$668K	Buy	+4,726	New	+$652K	0.58%	51
2019 Q4	–	Sell	-4,693	Closed	-$667K	–	85
2019 Q3	$667K	Buy	4,693 +149	+3%	+$20.5K	0.6%	48
2019 Q2	$606K	Buy	4,544 +68	+2%	+$8.77K	0.59%	46
2019 Q1	$555K	Buy	+4,476	New	+$520K	0.5%	50

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brendel Financial Advisors's KMB Position: Q2 2022 in Review

Brendel Financial Advisors sold out of Kimberly-Clark (KMB) in Q2 2022, closing a stake of 1,800 shares — an estimated $222K sold.

Brendel Financial Advisors first reported a position in KMB in Q1 2019 and held it in 9 quarters. The position peaked at $3.04M in Q1 2021. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

Brendel Financial Advisors reported no remaining Kimberly-Clark position as of Q2 2022 after selling out during the quarter.
Brendel Financial Advisors sold 1,800 Kimberly-Clark shares in Q2 2022, an estimated $222K.
Brendel Financial Advisors first reported a position in Kimberly-Clark in Q1 2019 and held it in 9 quarters.
Brendel Financial Advisors's Kimberly-Clark position peaked at $3.04M in Q1 2021.
1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.