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First Allied Advisory Services’s Kimberly-Clark KMB Stock Holding History

First Allied Advisory 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
Q3 		$3.32M Buy
22,466
+6,852
+44% +$1.03M 0.11% 190
2020
Q2 		$2.21M Sell
15,614
-2,686
-15% -$371K 0.08% 251
2020
Q1 		$2.34M Sell
18,300
-81
-0.4% -$11.2K 0.1% 211
2019
Q4 		$2.54M Sell
18,381
-1,225
-6% -$166K 0.09% 261
2019
Q3 		$2.8M Sell
19,606
-2,765
-12% -$380K 0.1% 238
2019
Q2 		$2.98M Buy
22,371
+1,422
+7% +$183K 0.1% 228
2019
Q1 		$2.59M Buy
20,949
+3,243
+18% +$377K 0.09% 245
2018
Q4 		$2.02M Buy
17,706
+930
+6% +$103K 0.08% 267
2018
Q3 		$1.9M Buy
16,776
+2,856
+21% +$320K 0.07% 308
2018
Q2 		$1.47M Buy
13,920
+77
+0.6% +$8K 0.06% 347
2018
Q1 		$1.53M Sell
13,843
-894
-6% -$102K 0.06% 338
2017
Q4 		$1.79M Sell
14,737
-1,239
-8% -$145K 0.07% 296
2017
Q3 		$1.89M Buy
15,976
+2
+0% +$244 0.08% 259
2017
Q2 		$2.06M Buy
15,974
+799
+5% +$104K 0.09% 245
2017
Q1 		$2M Buy
15,175
+591
+4% +$74.5K 0.1% 220
2016
Q4 		$1.66M Sell
14,584
-164
-1% -$19K 0.08% 255
2016
Q3 		$1.86M Sell
14,748
-443
-3% -$57.3K 0.1% 223
2016
Q2 		$2.09M Buy
15,191
+3,594
+31% +$470K 0.12% 203
2016
Q1 		$1.56M Sell
11,597
-1,058
-8% -$138K 0.09% 248
2015
Q4 		$1.61M Sell
12,655
-919
-7% -$110K 0.08% 260
2015
Q3 		$1.49M Sell
13,574
-2,042
-13% -$225K 0.08% 275
2015
Q2 		$1.65M Buy
15,616
+2,377
+18% +$259K 0.07% 299
2015
Q1 		$1.42M Buy
13,239
+2,244
+20% +$248K 0.09% 249
2014
Q4 		$1.27M Sell
10,995
-787
-7% -$87.3K 0.09% 257
2014
Q3 		$1.22M Buy
11,782
+517
+5% +$53.8K 0.1% 251
2014
Q2 		$1.2M Sell
11,265
-164
-1% -$17.4K 0.09% 264
2014
Q1 		$1.21M Buy
11,429
+2,199
+24% +$228K 0.09% 252
2013
Q4 		$923K Sell
9,230
-79
-0.8% -$7.88K 0.07% 316
2013
Q3 		$839K Sell
9,309
-25
-0.3% -$2.32K 0.05% 357
2013
Q2 		$868K Buy
+9,334
New +$901K 0.07% 303

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Allied Advisory Services's KMB Position: Q3 2020 in Review

First Allied Advisory Services increased its Kimberly-Clark (KMB) stake by 44% in Q3 2020, buying an estimated $1.03M and bringing the position to 22,466 shares worth $3.32M. The position accounts for 0.11% of the portfolio, ranked #190.

First Allied Advisory Services first reported a position in KMB in Q2 2013 and has held it in 30 quarters since. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • First Allied Advisory Services held 22,466 shares of Kimberly-Clark worth $3.32M as of Q3 2020.
  • First Allied Advisory Services bought 6,852 Kimberly-Clark shares in Q3 2020, an estimated $1.03M.
  • Kimberly-Clark made up 0.11% of First Allied Advisory Services's portfolio in Q3 2020, its #190 holding.
  • First Allied Advisory Services first reported a position in Kimberly-Clark in Q2 2013 and has held it in 30 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.