Cypress Wealth Services’s Kimberly-Clark KMB Stock Holding History

Cypress Wealth Services’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	–	Sell	-1,516	Closed	-$201K	–	239
2021 Q3	$201K	Sell	1,516 -1,653	-52%	-$225K	0.06%	216
2021 Q2	$424K	Sell	3,169 -151	-5%	-$20.1K	0.12%	156
2021 Q1	$462K	Sell	3,320 -14	-0.4%	-$1.86K	0.1%	161
2020 Q4	$450K	Buy	+3,334	New	+$467K	0.1%	162
2020 Q3	–	Sell	-3,346	Closed	-$502K	–	394
2020 Q2	$473K	Buy	3,346 +20	+0.6%	+$2.76K	0.11%	151
2020 Q1	$425K	Sell	3,326 -383	-10%	-$53K	0.13%	138
2019 Q4	$510K	Sell	3,709 -100	-3%	-$13.5K	0.13%	132
2019 Q3	$541K	Sell	3,809 -2	-0.1%	-$275	0.15%	126
2019 Q2	$508K	Buy	3,811 +199	+6%	+$25.7K	0.15%	128
2019 Q1	$447K	Buy	3,612 +136	+4%	+$15.8K	0.14%	131
2018 Q4	$396K	Sell	3,476 -380	-10%	-$42.2K	0.16%	128
2018 Q3	$438K	Sell	3,856 -159	-4%	-$17.8K	0.16%	128
2018 Q2	$423K	Buy	+4,015	New	+$417K	0.16%	128

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

Cypress Wealth Services's KMB Position: Q4 2021 in Review

Cypress Wealth Services sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 1,516 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in KMB in Q2 2018 and held it in 13 quarters. The position peaked at $541K in Q3 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

Cypress Wealth Services reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
Cypress Wealth Services sold 1,516 Kimberly-Clark shares in Q4 2021, an estimated $201K.
Cypress Wealth Services first reported a position in Kimberly-Clark in Q2 2018 and held it in 13 quarters.
Cypress Wealth Services's Kimberly-Clark position peaked at $541K in Q3 2019.
1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.