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Capital Directions Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Capital Directions Investment 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
-17
Closed -$2K – 276
2020
Q4 		$2K Hold
17
– – ﹤0.01% 189
2020
Q3 		$3K Hold
17
– – ﹤0.01% 194
2020
Q2 		$2K Hold
17
– – ﹤0.01% 204
2020
Q1 		$2K Hold
17
– – ﹤0.01% 225
2019
Q4 		$2K Hold
17
– – ﹤0.01% 237
2019
Q3 		$2K Buy
+17
New +$2.34K ﹤0.01% 233

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

Capital Directions Investment Advisors's KMB Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 17 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in KMB in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 17 Kimberly-Clark shares in Q1 2021, an estimated $2K.
  • Capital Directions Investment Advisors first reported a position in Kimberly-Clark in Q3 2019 and held it in 6 quarters.
  • Capital Directions Investment Advisors's Kimberly-Clark position peaked at $3K in Q3 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.