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Detalus Advisors’s Kimberly-Clark KMB Stock Holding History

Detalus 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
2021
Q3 		– Sell
-2,273
Closed -$304K – 122
2021
Q2 		$304K Sell
2,273
-85
-4% -$11.3K 0.16% 90
2021
Q1 		$328K Sell
2,358
-244
-9% -$32.4K 0.19% 81
2020
Q4 		$351K Buy
+2,602
New +$364K 0.22% 73

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Detalus Advisors's KMB Position: Q3 2021 in Review

Detalus Advisors sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 2,273 shares — an estimated $304K sold.

Detalus Advisors first reported a position in KMB in Q4 2020 and held it in 3 quarters. The position peaked at $351K in Q4 2020. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Detalus Advisors reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
  • Detalus Advisors sold 2,273 Kimberly-Clark shares in Q3 2021, an estimated $304K.
  • Detalus Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 3 quarters.
  • Detalus Advisors's Kimberly-Clark position peaked at $351K in Q4 2020.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Detalus Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.