Cascadia Advisory Services’s Kimberly-Clark KMB Stock Holding History

Cascadia Advisory Services’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 Q3	$2.64M	Buy	19,919 +2,799	+16%	+$381K	0.53%	69
2021 Q2	$2.29M	Buy	17,120 +1,566	+10%	+$209K	0.49%	75
2021 Q1	$2.16M	Buy	+15,554	New	+$2.06M	0.48%	69
2020 Q3	$1.43M	Buy	+9,666	New	+$1.45M	0.4%	76

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cascadia Advisory Services's KMB Position: Q3 2021 in Review

Cascadia Advisory Services increased its Kimberly-Clark (KMB) stake by 16% in Q3 2021, buying an estimated $381K and bringing the position to 19,919 shares worth $2.64M. The position accounts for 0.53% of the portfolio, ranked #69.

Cascadia Advisory Services first reported a position in KMB in Q3 2020 and has held it in 4 quarters since. 1,538 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

Cascadia Advisory Services held 19,919 shares of Kimberly-Clark worth $2.64M as of Q3 2021.
Cascadia Advisory Services bought 2,799 Kimberly-Clark shares in Q3 2021, an estimated $381K.
Kimberly-Clark made up 0.53% of Cascadia Advisory Services's portfolio in Q3 2021, its #69 holding.
Cascadia Advisory Services first reported a position in Kimberly-Clark in Q3 2020 and has held it in 4 quarters since.
1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.