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

Legacy 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
2019
Q2 		– Sell
-622
Closed -$77K – 536
2019
Q1 		$77K Buy
622
+113
+22% +$13.1K 0.03% 203
2018
Q4 		$58K Hold
509
– – 0.02% 220
2018
Q3 		$57K Sell
509
-54
-10% -$6.05K 0.02% 237
2018
Q2 		$59K Sell
563
-44
-7% -$4.57K 0.02% 221
2018
Q1 		$65K Buy
607
+51
+9% +$5.81K 0.03% 212
2017
Q4 		$67K Buy
+556
New +$64.8K 0.03% 208

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's KMB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kimberly-Clark (KMB) in Q2 2019, closing a stake of 622 shares — an estimated $77K sold.

Legacy Financial Advisors first reported a position in KMB in Q4 2017 and held it in 6 quarters. The position peaked at $77K in Q1 2019. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kimberly-Clark position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 622 Kimberly-Clark shares in Q2 2019, an estimated $77K.
  • Legacy Financial Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Kimberly-Clark position peaked at $77K in Q1 2019.
  • 1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.