EWM
KMB icon

Executive Wealth Management’s Kimberly-Clark KMB Stock Holding History

Executive 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
2019
Q3 		– Sell
-217
Closed -$29K – 490
2019
Q2 		$29K Hold
217
– – ﹤0.01% 403
2019
Q1 		$27K Sell
217
-475
-69% -$55.2K ﹤0.01% 379
2018
Q4 		$79K Buy
+692
New +$76.8K 0.01% 225

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's KMB Position: Q3 2019 in Review

Executive Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 217 shares — an estimated $29K sold.

Executive Wealth Management first reported a position in KMB in Q4 2018 and held it in 3 quarters. The position peaked at $79K in Q4 2018. 1,490 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Executive Wealth Management reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 217 Kimberly-Clark shares in Q3 2019, an estimated $29K.
  • Executive Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Kimberly-Clark position peaked at $79K in Q4 2018.
  • 1,490 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.