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Liberty Wealth Management’s Kimberly-Clark KMB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-583
Closed -$68K – 677
2021
Q3 		$68K Buy
583
+56
+11% +$7.62K 0.02% 360
2021
Q2 		$70K Sell
527
-108
-17% -$14.4K 0.03% 261
2021
Q1 		$84K Hold
635
– – 0.04% 203
2020
Q4 		$84K Buy
635
+201
+46% +$28.1K 0.04% 201
2020
Q3 		$64K Sell
434
-46
-10% -$6.91K 0.04% 201
2020
Q2 		$68K Sell
480
-38
-7% -$5.25K 0.05% 189
2020
Q1 		$66K Sell
518
-2
-0.4% -$277 0.06% 184
2019
Q4 		$72K Buy
520
+13
+3% +$1.76K 0.06% 198
2019
Q3 		$72K Sell
507
-105
-17% -$14.4K 0.07% 178
2019
Q2 		$82K Buy
612
+4
+0.7% +$516 0.07% 187
2019
Q1 		$75K Buy
608
+21
+4% +$2.44K 0.06% 168
2018
Q4 		$66K Buy
+587
New +$65.1K 0.05% 169

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's KMB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 583 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in KMB in Q4 2018 and held it in 12 quarters. The position peaked at $84K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 583 Kimberly-Clark shares in Q4 2021, an estimated $68K.
  • Liberty Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Kimberly-Clark position peaked at $84K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.