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Evolution Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-48
Closed -$6K – 407
2021
Q3 		$6K Hold
48
– – ﹤0.01% 482
2021
Q2 		$6K Hold
48
– – ﹤0.01% 480
2021
Q1 		$7K Hold
48
– – ﹤0.01% 480
2020
Q4 		$6K Hold
48
– – ﹤0.01% 418
2020
Q3 		$7K Hold
48
– – ﹤0.01% 394
2020
Q2 		$7K Buy
+48
New +$6.63K ﹤0.01% 327
2020
Q1 		– Sell
-50
Closed -$7K – 504
2019
Q4 		$7K Buy
50
+2
+4% +$271 ﹤0.01% 352
2019
Q3 		$7K Hold
48
– – ﹤0.01% 230
2019
Q2 		$6K Buy
+48
New +$6.19K ﹤0.01% 241

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

Evolution Wealth Advisors's KMB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 48 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in KMB in Q2 2019 and held it in 9 quarters. The position peaked at $7K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 48 Kimberly-Clark shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Kimberly-Clark in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Kimberly-Clark position peaked at $7K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.