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

Confluence 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
Q3 		$307K Sell
2,160
-749
-26% -$112K 0.15% 104
2020
Q2 		$411K Buy
2,909
+69
+2% +$9.53K 0.19% 83
2020
Q1 		$363K Buy
2,840
+925
+48% +$128K 0.2% 87
2019
Q4 		$263K Sell
1,915
-245
-11% -$33.1K 0.12% 111
2019
Q3 		$307K Buy
2,160
+50
+2% +$6.87K 0.15% 104
2019
Q2 		$281K Sell
2,110
-132
-6% -$17K 0.14% 104
2019
Q1 		$278K Sell
2,242
-914
-29% -$106K 0.14% 102
2018
Q4 		$360K Sell
3,156
-2,973
-49% -$330K 0.2% 87
2018
Q3 		$696K Buy
6,129
+18
+0.3% +$2.02K 0.36% 65
2018
Q2 		$644K Sell
6,111
-141
-2% -$14.6K 0.34% 68
2018
Q1 		$689K Buy
6,252
+2,252
+56% +$256K 0.35% 64
2017
Q4 		$483K Buy
4,000
+925
+30% +$108K 0.23% 83
2017
Q3 		$362K Buy
3,075
+264
+9% +$32.2K 0.18% 96
2017
Q2 		$363K Buy
2,811
+11
+0.4% +$1.43K 0.17% 93
2017
Q1 		$369K Buy
2,800
+81
+3% +$10.2K 0.18% 94
2016
Q4 		$310K Sell
2,719
-148
-5% -$17.2K 0.16% 107
2016
Q3 		$362K Buy
2,867
+244
+9% +$31.6K 0.18% 102
2016
Q2 		$361K Buy
2,623
+99
+4% +$13K 0.18% 103
2016
Q1 		$340K Buy
2,524
+195
+8% +$25.4K 0.15% 108
2015
Q4 		$296K Buy
2,329
+164
+8% +$19.7K 0.14% 108
2015
Q3 		$236K Buy
+2,165
New +$239K 0.13% 110
2015
Q1 		– Sell
-1,764
Closed -$204K – 105
2014
Q4 		$204K Buy
+1,764
New +$196K 0.13% 87

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Management's KMB Position: Q3 2020 in Review

Confluence Wealth Management reduced its Kimberly-Clark (KMB) stake by 26% in Q3 2020, selling an estimated $112K and leaving 2,160 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #104.

Confluence Wealth Management first reported a position in KMB in Q4 2014 and has held it in 22 quarters since. The position peaked at $696K in Q3 2018. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Confluence Wealth Management held 2,160 shares of Kimberly-Clark worth $307K as of Q3 2020.
  • Confluence Wealth Management sold 749 Kimberly-Clark shares in Q3 2020, an estimated $112K.
  • Kimberly-Clark made up 0.15% of Confluence Wealth Management's portfolio in Q3 2020, its #104 holding.
  • Confluence Wealth Management first reported a position in Kimberly-Clark in Q4 2014 and has held it in 22 quarters since.
  • Confluence Wealth Management's Kimberly-Clark position peaked at $696K in Q3 2018.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Confluence Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.