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Independence Advisors’s Kimberly-Clark KMB Stock Holding History

Independence Advisors’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
Q1 		– Sell
-1,595
Closed -$219K – 160
2019
Q4 		$219K Sell
1,595
-118
-7% -$16K 0.05% 93
2019
Q3 		$243K Hold
1,713
– – 0.06% 84
2019
Q2 		$228K Buy
+1,713
New +$221K 0.06% 87
2017
Q2 		– Sell
-1,536
Closed -$202K – 76
2017
Q1 		$202K Buy
+1,536
New +$194K 0.08% 72
2016
Q4 		– Sell
-1,656
Closed -$209K – 74
2016
Q3 		$209K Buy
1,656
+66
+4% +$8.54K 0.1% 68
2016
Q2 		$219K Buy
+1,590
New +$208K 0.12% 45

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

Independence Advisors's KMB Position: Q1 2020 in Review

Independence Advisors sold out of Kimberly-Clark (KMB) in Q1 2020, closing a stake of 1,595 shares — an estimated $219K sold.

Independence Advisors first reported a position in KMB in Q2 2016 and held it in 6 quarters. The position peaked at $243K in Q3 2019. 1,525 funds tracked by Wall St. Rank hold KMB as of Q1 2020.

  • Independence Advisors reported no remaining Kimberly-Clark position as of Q1 2020 after selling out during the quarter.
  • Independence Advisors sold 1,595 Kimberly-Clark shares in Q1 2020, an estimated $219K.
  • Independence Advisors first reported a position in Kimberly-Clark in Q2 2016 and held it in 6 quarters.
  • Independence Advisors's Kimberly-Clark position peaked at $243K in Q3 2019.
  • 1,525 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2020.

Based on Independence Advisors's 13F filing for Q1 2020, filed 8 May 2020.