CLA (CliftonLarsonAllen) Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 Q4	–	Sell	-1,935	Closed	-$256K	–	234
2021 Q3	$256K	Buy	1,935 +5	+0.3%	+$680	0.01%	282
2021 Q2	$258K	Buy	+1,930	New	+$257K	0.01%	281
2017 Q4	–	Sell	-14,305	Closed	-$1.68M	–	133
2017 Q3	$1.68M	Buy	14,305 +126	+0.9%	+$15.4K	0.18%	67
2017 Q2	$1.83M	Sell	14,179 -480	-3%	-$62.5K	0.2%	62
2017 Q1	$1.93M	Buy	14,659 +1,438	+11%	+$181K	0.22%	58
2016 Q4	$1.51M	Buy	13,221 +1,232	+10%	+$143K	0.17%	70
2016 Q3	$1.51M	Buy	+11,989	New	+$1.55M	0.18%	67

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's KMB Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 1,935 shares — an estimated $256K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in KMB in Q3 2016 and held it in 7 quarters. The position peaked at $1.93M in Q1 2017. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 1,935 Kimberly-Clark shares in Q4 2021, an estimated $256K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Kimberly-Clark in Q3 2016 and held it in 7 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Kimberly-Clark position peaked at $1.93M in Q1 2017.
1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.