Lake Point Wealth Management’s Kimberly-Clark KMB Stock Holding History

Lake Point Wealth Management’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 Q2	$7K	Hold	50	–	–	﹤0.01%	193
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	224
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	222
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	208
2021 Q2	$7K	Buy	+50	New	+$6.67K	﹤0.01%	214
2020 Q1	$10K	Sell	75 -25	-25%	-$3.46K	0.01%	109
2019 Q4	$14K	Buy	+100	New	+$13.5K	﹤0.01%	238
2019 Q2	$11K	Hold	81	–	–	﹤0.01%	311
2019 Q1	$11K	Sell	81 -4,994	-98%	-$580K	﹤0.01%	311
2018 Q4	$578K	Buy	+5,075	New	+$563K	0.22%	79

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Point Wealth Management's KMB Position: Q2 2022 in Review

Lake Point Wealth Management held its Kimberly-Clark (KMB) position steady in Q2 2022 at 50 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Lake Point Wealth Management first reported a position in KMB in Q4 2018 and has held it in 10 quarters since. The position peaked at $578K in Q4 2018. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

Lake Point Wealth Management held 50 shares of Kimberly-Clark worth $7K as of Q2 2022.
Lake Point Wealth Management left its Kimberly-Clark share count unchanged in Q2 2022.
Kimberly-Clark made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #193 holding.
Lake Point Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Kimberly-Clark position peaked at $578K in Q4 2018.
1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.