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Clear Perspectives Financial Planning’s Kimberly-Clark KMB Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-126
Closed -$17K – 220
2021
Q2 		$17K Buy
+126
New +$16.8K 0.01% 147

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Clear Perspectives Financial Planning's KMB Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 126 shares — an estimated $17K sold.

Clear Perspectives Financial Planning first reported a position in KMB in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 126 Kimberly-Clark shares in Q3 2021, an estimated $17K.
  • Clear Perspectives Financial Planning first reported a position in Kimberly-Clark in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Kimberly-Clark position peaked at $17K in Q2 2021.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.