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Insight Wealth Strategies’s Kimberly-Clark KMB Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-1,442
Closed -$201K – 213
2021
Q1 		$201K Buy
+1,442
New +$191K 0.03% 219
2020
Q4 		– Sell
-1,597
Closed -$236K – 226
2020
Q3 		$236K Buy
+1,597
New +$240K 0.04% 176

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's KMB Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 1,442 shares — an estimated $201K sold.

Insight Wealth Strategies first reported a position in KMB in Q3 2020 and held it in 2 quarters. The position peaked at $236K in Q3 2020. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,442 Kimberly-Clark shares in Q2 2021, an estimated $201K.
  • Insight Wealth Strategies first reported a position in Kimberly-Clark in Q3 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's Kimberly-Clark position peaked at $236K in Q3 2020.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.