Clear Perspective Advisors’s Kimberly-Clark KMB Stock Holding History

Clear Perspective 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	$285K	Sell	1,993 -100	-5%	-$13.5K	0.09%	144
2021 Q3	$277K	Sell	2,093 -550	-21%	-$74.8K	0.09%	134
2021 Q2	$354K	Sell	2,643 -105	-4%	-$14K	0.12%	119
2021 Q1	$382K	Sell	2,748 -1,075	-28%	-$143K	0.15%	105
2020 Q4	$515K	Buy	3,823 +2,350	+160%	+$329K	0.21%	83
2020 Q3	$206	Hold	1,473	–	–	0.1%	131
2020 Q2	$208K	Buy	+1,473	New	+$203K	0.11%	117
2020 Q1	–	Sell	-1,623	Closed	-$223K	–	122
2019 Q4	$223K	Sell	1,623 -200	-11%	-$27.1K	0.14%	126
2019 Q3	$259K	Hold	1,823	–	–	0.12%	119
2019 Q2	$243K	Sell	1,823 -417	-19%	-$53.8K	0.16%	127
2019 Q1	$276K	Sell	2,240 -1,730	-44%	-$201K	0.2%	114
2018 Q4	$452K	Buy	3,970 +250	+7%	+$27.7K	0.38%	81
2018 Q3	$423K	Sell	3,720 -350	-9%	-$39.2K	0.31%	94
2018 Q2	$429K	Buy	4,070 +975	+32%	+$101K	0.3%	90
2018 Q1	$341K	Buy	3,095 +1,284	+71%	+$146K	0.25%	97
2017 Q4	$219K	Sell	1,811 -60	-3%	-$7K	0.17%	129
2017 Q3	$220K	Buy	1,871 +16	+0.9%	+$1.95K	0.18%	127
2017 Q2	$239K	Hold	1,855	–	–	0.2%	111
2017 Q1	$244K	Sell	1,855 -1,250	-40%	-$158K	0.16%	109
2016 Q4	$354K	Buy	+3,105	New	+$360K	0.23%	88

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

Clear Perspective Advisors's KMB Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Kimberly-Clark (KMB) stake by 4.8% in Q4 2021, selling an estimated $13.5K and leaving 1,993 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #144.

Clear Perspective Advisors first reported a position in KMB in Q4 2016 and has held it in 20 quarters since. The position peaked at $515K in Q4 2020. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

Clear Perspective Advisors held 1,993 shares of Kimberly-Clark worth $285K as of Q4 2021.
Clear Perspective Advisors sold 100 Kimberly-Clark shares in Q4 2021, an estimated $13.5K.
Kimberly-Clark made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #144 holding.
Clear Perspective Advisors first reported a position in Kimberly-Clark in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Kimberly-Clark position peaked at $515K in Q4 2020.
1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.