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Cypress Point Wealth Management’s Kimberly-Clark KMB Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-1,650
Closed -$222K – 155
2020
Q4 		$222K Buy
+1,650
New +$231K 0.34% 80

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Point Wealth Management's KMB Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 1,650 shares — an estimated $222K sold.

Cypress Point Wealth Management first reported a position in KMB in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,650 Kimberly-Clark shares in Q1 2021, an estimated $222K.
  • Cypress Point Wealth Management first reported a position in Kimberly-Clark in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Kimberly-Clark position peaked at $222K in Q4 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.