Lenox Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Lenox Wealth 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
2022 Q1	$138K	Buy	1,095 +489	+81%	+$64.5K	0.02%	137
2021 Q4	$87K	Sell	606 -14	-2%	-$1.88K	0.01%	180
2021 Q3	$82K	Hold	620	–	–	0.01%	174
2021 Q2	$83K	Buy	+620	New	+$82.7K	0.01%	167
2021 Q1	–	Sell	-100	Closed	-$13K	–	726
2020 Q4	$13K	Buy	+100	New	+$14K	﹤0.01%	387
2020 Q3	–	Sell	-115	Closed	-$16K	–	614
2020 Q2	$16K	Buy	+115	New	+$15.9K	﹤0.01%	323
2019 Q2	–	Sell	-89	Closed	-$11K	–	504
2019 Q1	$11K	Buy	+89	New	+$10.3K	﹤0.01%	265
2018 Q3	–	Sell	-85	Closed	-$9K	–	472
2018 Q2	$9K	Sell	85 -29	-25%	-$3.01K	﹤0.01%	381
2018 Q1	$13K	Buy	114 +82	+256%	+$9.34K	﹤0.01%	323
2017 Q4	$4K	Buy	+32	New	+$3.73K	﹤0.01%	241
2013 Q3	–	Sell	-57	Closed	-$5K	–	274
2013 Q2	$5K	Buy	+57	New	+$5.5K	0.01%	183

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Lenox Wealth Advisors's KMB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Kimberly-Clark (KMB) stake by 81% in Q1 2022, buying an estimated $64.5K and bringing the position to 1,095 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #137.

Lenox Wealth Advisors first reported a position in KMB in Q2 2013 and has held it in 11 quarters since. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Lenox Wealth Advisors held 1,095 shares of Kimberly-Clark worth $138K as of Q1 2022.
Lenox Wealth Advisors bought 489 Kimberly-Clark shares in Q1 2022, an estimated $64.5K.
Kimberly-Clark made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #137 holding.
Lenox Wealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 11 quarters since.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.