Burt Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Burt 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
2021 Q1	–	Sell	-252	Closed	-$34K	–	232
2020 Q4	$34K	Hold	252	–	–	0.01%	210
2020 Q3	$37K	Hold	252	–	–	0.01%	193
2020 Q2	$36K	Hold	252	–	–	0.01%	195
2020 Q1	$32K	Buy	252 +46	+22%	+$6.36K	0.01%	194
2019 Q4	$28K	Hold	206	–	–	0.01%	212
2019 Q3	$29K	Hold	206	–	–	0.01%	205
2019 Q2	$27K	Hold	206	–	–	0.01%	211
2019 Q1	$26K	Hold	206	–	–	0.01%	218
2018 Q4	$23K	Hold	206	–	–	0.01%	225
2018 Q3	$23K	Hold	206	–	–	0.01%	239
2018 Q2	$22K	Hold	206	–	–	0.01%	242
2018 Q1	$23K	Hold	206	–	–	0.01%	243
2017 Q4	$25K	Hold	206	–	–	0.02%	233
2017 Q3	$24K	Hold	206	–	–	0.02%	222
2017 Q2	$26K	Hold	206	–	–	0.02%	239
2017 Q1	$27K	Hold	206	–	–	0.02%	212
2016 Q4	$24K	Buy	+206	New	+$23.9K	0.02%	220
2016 Q2	–	Sell	-500	Closed	-$67K	–	496
2016 Q1	$67K	Buy	+500	New	+$65K	0.06%	141

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's KMB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 252 shares — an estimated $34K sold.

Burt Wealth Advisors first reported a position in KMB in Q1 2016 and held it in 18 quarters. The position peaked at $67K in Q1 2016. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

Burt Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 252 Kimberly-Clark shares in Q1 2021, an estimated $34K.
Burt Wealth Advisors first reported a position in Kimberly-Clark in Q1 2016 and held it in 18 quarters.
Burt Wealth Advisors's Kimberly-Clark position peaked at $67K in Q1 2016.
1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.