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Joseph P. Lucia & Associates’s Kimberly-Clark KMB Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-18
Closed -$2K – 354
2021
Q3 		$2K Hold
18
– – ﹤0.01% 517
2021
Q2 		$2K Hold
18
– – ﹤0.01% 516
2021
Q1 		$3K Buy
+18
New +$2.39K ﹤0.01% 463

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

Joseph P. Lucia & Associates's KMB Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in KMB in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 18 Kimberly-Clark shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Kimberly-Clark in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Kimberly-Clark position peaked at $3K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.