Charles Schwab Investment Advisory’s Kimberly-Clark KMB Stock Holding History

Charles Schwab Investment Advisory’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 Q1	–	Sell	-49,527	Closed	-$6.81M	–	111
2019 Q4	$6.81M	Sell	49,527 -8,664	-15%	-$1.17M	0.01%	152
2019 Q3	$8.27M	Sell	58,191 -36,996	-39%	-$5.08M	0.01%	148
2019 Q2	$12.7M	Sell	95,187 -35,662	-27%	-$4.6M	0.02%	149
2019 Q1	$16.2M	Sell	130,849 -22,092	-14%	-$2.57M	0.03%	149
2018 Q4	$17.4M	Sell	152,941 -23,789	-13%	-$2.64M	0.03%	148
2018 Q3	$20.1M	Sell	176,730 -11,034	-6%	-$1.24M	0.03%	140
2018 Q2	$19.8M	Buy	+187,764	New	+$19.5M	0.04%	139

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

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

Charles Schwab Investment Advisory's KMB Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of Kimberly-Clark (KMB) in Q1 2020, closing a stake of 49,527 shares — an estimated $6.81M sold.

Charles Schwab Investment Advisory first reported a position in KMB in Q2 2018 and held it in 7 quarters. The position peaked at $20.1M in Q3 2018. 1,525 funds tracked by Wall St. Rank hold KMB as of Q1 2020.

Charles Schwab Investment Advisory reported no remaining Kimberly-Clark position as of Q1 2020 after selling out during the quarter.
Charles Schwab Investment Advisory sold 49,527 Kimberly-Clark shares in Q1 2020, an estimated $6.81M.
Charles Schwab Investment Advisory first reported a position in Kimberly-Clark in Q2 2018 and held it in 7 quarters.
Charles Schwab Investment Advisory's Kimberly-Clark position peaked at $20.1M in Q3 2018.
1,525 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.