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Keystone Financial Planning’s Kimberly-Clark KMB Stock Holding History

Keystone Financial Planning’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
Q3 		– Sell
-49,688
Closed -$6.71M – 48
2022
Q2 		$6.71M Sell
49,688
-2,575
-5% -$339K 2.36% 16
2022
Q1 		$6.44M Buy
52,263
+3,931
+8% +$519K 2.15% 21
2021
Q4 		$6.91M Buy
48,332
+45,677
+1,720% +$6.15M 2.35% 18
2021
Q3 		$352K Buy
2,655
+293
+12% +$39.9K 0.13% 42
2021
Q2 		$316K Buy
+2,362
New +$315K 0.11% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Keystone Financial Planning's KMB Position: Q3 2022 in Review

Keystone Financial Planning sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 49,688 shares — an estimated $6.71M sold.

Keystone Financial Planning first reported a position in KMB in Q2 2021 and held it in 5 quarters. The position peaked at $6.91M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Keystone Financial Planning reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Keystone Financial Planning sold 49,688 Kimberly-Clark shares in Q3 2022, an estimated $6.71M.
  • Keystone Financial Planning first reported a position in Kimberly-Clark in Q2 2021 and held it in 5 quarters.
  • Keystone Financial Planning's Kimberly-Clark position peaked at $6.91M in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Keystone Financial Planning's 13F filing for Q3 2022, filed 12 Oct 2022.