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Circle Wealth Management’s Kimberly-Clark KMB Stock Holding History

Circle Wealth Management’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
-1,910
Closed -$263K – 207
2019
Q4 		$263K Sell
1,910
-665
-26% -$89.9K 0.05% 150
2019
Q3 		$366K Buy
+2,575
New +$354K 0.08% 118
2019
Q2 		– Sell
-2,292
Closed -$284K – 165
2019
Q1 		$284K Buy
2,292
+1
+0% +$116 0.06% 129
2018
Q4 		$261K Buy
2,291
+68
+3% +$7.55K 0.1% 66
2018
Q3 		$253K Buy
2,223
+4
+0.2% +$449 0.08% 85
2018
Q2 		$234K Sell
2,219
-49
-2% -$5.09K 0.08% 92
2018
Q1 		$250K Buy
2,268
+4
+0.2% +$455 0.09% 82
2017
Q4 		$273K Sell
2,264
-23
-1% -$2.68K 0.1% 78
2017
Q3 		$269K Buy
2,287
+59
+3% +$7.21K 0.11% 72
2017
Q2 		$288K Buy
2,228
+145
+7% +$18.9K 0.13% 63
2017
Q1 		$268K Buy
2,083
+1
+0% +$126 0.13% 60
2016
Q4 		$238K Buy
+2,082
New +$242K 0.13% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Circle Wealth Management's KMB Position: Q1 2020 in Review

Circle Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2020, closing a stake of 1,910 shares — an estimated $263K sold.

Circle Wealth Management first reported a position in KMB in Q4 2016 and held it in 12 quarters. The position peaked at $366K in Q3 2019. 1,525 funds tracked by Wall St. Rank hold KMB as of Q1 2020.

  • Circle Wealth Management reported no remaining Kimberly-Clark position as of Q1 2020 after selling out during the quarter.
  • Circle Wealth Management sold 1,910 Kimberly-Clark shares in Q1 2020, an estimated $263K.
  • Circle Wealth Management first reported a position in Kimberly-Clark in Q4 2016 and held it in 12 quarters.
  • Circle Wealth Management's Kimberly-Clark position peaked at $366K in Q3 2019.
  • 1,525 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2020.

Based on Circle Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.