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Heritage Wealth Management (Arizona)’s Kimberly-Clark KMB Stock Holding History

Heritage Wealth Management (Arizona)’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 		$46.2K Buy
340
+170
+100% +$21.6K 0.01% 508
2022
Q3 		$19K Hold
170
– – 0.01% 540
2022
Q2 		$23K Sell
170
-133
-44% -$17.5K 0.01% 521
2022
Q1 		$37K Buy
+303
New +$40K 0.01% 511
2021
Q3 		$92K Hold
691
– – 0.03% 357
2021
Q2 		$92K Sell
691
-250
-27% -$33.4K 0.03% 350
2021
Q1 		$131K Buy
+941
New +$125K 0.07% 212

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

Heritage Wealth Management (Arizona)'s KMB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Kimberly-Clark (KMB) stake by 100% in Q4 2022, buying an estimated $21.6K and bringing the position to 340 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #508.

Heritage Wealth Management (Arizona) first reported a position in KMB in Q1 2021 and has held it in 7 quarters since. The position peaked at $131K in Q1 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 340 shares of Kimberly-Clark worth $46.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 170 Kimberly-Clark shares in Q4 2022, an estimated $21.6K.
  • Kimberly-Clark made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #508 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Kimberly-Clark in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Kimberly-Clark position peaked at $131K in Q1 2021.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.