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Clearview Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Clearview 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
2023
Q3 		– Sell
-288
Closed -$39.7K – 386
2023
Q2 		$39.7K Sell
288
-7
-2% -$975 0.04% 208
2023
Q1 		$39.7K Sell
295
-2,630
-90% -$342K 0.04% 209
2022
Q4 		$397K Buy
2,925
+21
+0.7% +$2.67K 0.31% 71
2022
Q3 		$327K Buy
2,904
+89
+3% +$11.6K 0.26% 62
2022
Q2 		$380K Buy
2,815
+107
+4% +$14.1K 0.28% 64
2022
Q1 		$334K Buy
2,708
+183
+7% +$24.1K 0.22% 72
2021
Q4 		$361K Buy
2,525
+31
+1% +$4.17K 0.22% 89
2021
Q3 		$330K Buy
2,494
+91
+4% +$12.4K 0.21% 90
2021
Q2 		$322K Buy
2,403
+2
+0.1% +$267 0.2% 90
2021
Q1 		$334K Sell
2,401
-6
-0.2% -$796 0.22% 87
2020
Q4 		$325K Buy
+2,407
New +$337K 0.22% 83

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clearview Wealth Advisors's KMB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 288 shares — an estimated $39.7K sold.

Clearview Wealth Advisors first reported a position in KMB in Q4 2020 and held it in 11 quarters. The position peaked at $397K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 288 Kimberly-Clark shares in Q3 2023, an estimated $39.7K.
  • Clearview Wealth Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Kimberly-Clark position peaked at $397K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.