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Halpern Financial’s Kimberly-Clark KMB Stock Holding History

Halpern Financial’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
2022
Q4 		– Sell
-200
Closed -$22.5K – 211
2022
Q3 		$22.5K Hold
200
– – 0.01% 110
2022
Q2 		$27K Hold
200
– – 0.01% 108
2022
Q1 		$24.6K Sell
200
-265
-57% -$35K 0.01% 127
2021
Q4 		$66.5K Buy
+465
New +$62.6K 0.03% 72

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Halpern Financial's KMB Position: Q4 2022 in Review

Halpern Financial sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 200 shares — an estimated $22.5K sold.

Halpern Financial first reported a position in KMB in Q4 2021 and held it in 4 quarters. The position peaked at $66.5K in Q4 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Halpern Financial reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 200 Kimberly-Clark shares in Q4 2022, an estimated $22.5K.
  • Halpern Financial first reported a position in Kimberly-Clark in Q4 2021 and held it in 4 quarters.
  • Halpern Financial's Kimberly-Clark position peaked at $66.5K in Q4 2021.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.