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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
2020
Q4 		– Sell
-3,365
Closed -$497K – 410
2020
Q3 		$497K Buy
+3,365
New +$505K 0.13% 137

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
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.