KWB Wealth’s Kimberly-Clark KMB Stock Holding History

KWB Wealth’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 Q3	–	Sell	-1,864	Closed	-$259K	–	87
2021 Q2	$259K	Hold	1,864	–	–	0.05%	73
2021 Q1	$259K	Buy	+1,864	New	+$247K	0.05%	73

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KWB Wealth's KMB Position: Q3 2021 in Review

KWB Wealth sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 1,864 shares — an estimated $259K sold.

KWB Wealth first reported a position in KMB in Q1 2021 and held it in 2 quarters. The position peaked at $259K in Q2 2021. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

KWB Wealth reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
KWB Wealth sold 1,864 Kimberly-Clark shares in Q3 2021, an estimated $259K.
KWB Wealth first reported a position in Kimberly-Clark in Q1 2021 and held it in 2 quarters.
KWB Wealth's Kimberly-Clark position peaked at $259K in Q2 2021.
1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on KWB Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.