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CFM Wealth Partners’s Kimberly-Clark KMB Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-381
Closed -$53K – 326
2020
Q2 		$53K Hold
381
– – 0.02% 275
2020
Q1 		$49K Sell
381
-22
-5% -$3.04K 0.02% 271
2019
Q4 		$58K Buy
+403
New +$54.5K 0.02% 268

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's KMB Position: Q3 2020 in Review

CFM Wealth Partners sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 381 shares — an estimated $53K sold.

CFM Wealth Partners first reported a position in KMB in Q4 2019 and held it in 3 quarters. The position peaked at $58K in Q4 2019. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • CFM Wealth Partners reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 381 Kimberly-Clark shares in Q3 2020, an estimated $53K.
  • CFM Wealth Partners first reported a position in Kimberly-Clark in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Kimberly-Clark position peaked at $58K in Q4 2019.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.