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Heritage Financial Services’s Kimberly-Clark KMB Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-312
Closed -$42K – 283
2022
Q2 		$42K Buy
+312
New +$41.1K 0.02% 177

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

Heritage Financial Services's KMB Position: Q3 2022 in Review

Heritage Financial Services sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 312 shares — an estimated $42K sold.

Heritage Financial Services first reported a position in KMB in Q2 2022 and held it in 1 quarter. The position peaked at $42K in Q2 2022. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Heritage Financial Services reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 312 Kimberly-Clark shares in Q3 2022, an estimated $42K.
  • Heritage Financial Services first reported a position in Kimberly-Clark in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Kimberly-Clark position peaked at $42K in Q2 2022.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.