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Johanson Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Johanson Financial 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
2021
Q4 		$992K Sell
6,941
-470
-6% -$63.3K 0.3% 61
2021
Q3 		$982K Sell
7,411
-102
-1% -$13.9K 0.34% 62
2021
Q2 		$1.02M Buy
7,513
+335
+5% +$44.7K 0.35% 61
2021
Q1 		$978K Buy
7,178
+334
+5% +$44.3K 0.36% 60
2020
Q4 		$923K Buy
6,844
+125
+2% +$17.5K 0.37% 55
2020
Q3 		$1M Buy
6,719
+68
+1% +$10.2K 0.45% 48
2020
Q2 		$940K Buy
6,651
+224
+3% +$30.9K 0.47% 49
2020
Q1 		$824K Sell
6,427
-741,299
-99% -$103M 0.47% 47
2019
Q4 		$5.44M Buy
747,726
+742,294
+13,665% +$100M 0.26% 61
2019
Q3 		$772K Buy
5,432
+508
+10% +$69.8K 0.4% 52
2019
Q2 		$654K Buy
4,924
+412
+9% +$53.1K 0.35% 60
2019
Q1 		$560K Buy
4,512
+732
+19% +$85.1K 0.31% 62
2018
Q4 		$433K Sell
3,780
-47
-1% -$5.22K 0.29% 64
2018
Q3 		$436K Buy
3,827
+358
+10% +$40.1K 0.25% 70
2018
Q2 		$364K Buy
3,469
+424
+14% +$44.1K 0.23% 66
2018
Q1 		$337K Buy
3,045
+102
+3% +$11.6K 0.22% 70
2017
Q4 		$357K Buy
2,943
+216
+8% +$25.2K 0.24% 65
2017
Q3 		$322K Buy
2,727
+783
+40% +$95.6K 0.24% 66
2017
Q2 		$250K Buy
+1,944
New +$253K 0.2% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Johanson Financial Advisors's KMB Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Kimberly-Clark (KMB) stake by 6.3% in Q4 2021, selling an estimated $63.3K and leaving 6,941 shares worth $992K. The position accounts for 0.3% of the portfolio, ranked #61.

Johanson Financial Advisors first reported a position in KMB in Q2 2017 and has held it in 19 quarters since. The position peaked at $5.44M in Q4 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Johanson Financial Advisors held 6,941 shares of Kimberly-Clark worth $992K as of Q4 2021.
  • Johanson Financial Advisors sold 470 Kimberly-Clark shares in Q4 2021, an estimated $63.3K.
  • Kimberly-Clark made up 0.3% of Johanson Financial Advisors's portfolio in Q4 2021, its #61 holding.
  • Johanson Financial Advisors first reported a position in Kimberly-Clark in Q2 2017 and has held it in 19 quarters since.
  • Johanson Financial Advisors's Kimberly-Clark position peaked at $5.44M in Q4 2019.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.