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

Lighthouse 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
2021
Q1 		$205K Sell
1,477
-234
-14% -$31.1K 0.06% 105
2020
Q4 		$230K Sell
1,711
-50
-3% -$7K 0.08% 101
2020
Q3 		$260K Sell
1,761
-2
-0.1% -$300 0.1% 88
2020
Q2 		$249K Buy
+1,763
New +$243K 0.11% 89
2020
Q1 		– Sell
-830
Closed -$114K – 177
2019
Q4 		$114K Buy
+830
New +$112K 0.05% 93

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's KMB Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Kimberly-Clark (KMB) stake by 14% in Q1 2021, selling an estimated $31.1K and leaving 1,477 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #105.

Lighthouse Financial Advisors first reported a position in KMB in Q4 2019 and has held it in 5 quarters since. The position peaked at $260K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Lighthouse Financial Advisors held 1,477 shares of Kimberly-Clark worth $205K as of Q1 2021.
  • Lighthouse Financial Advisors sold 234 Kimberly-Clark shares in Q1 2021, an estimated $31.1K.
  • Kimberly-Clark made up 0.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #105 holding.
  • Lighthouse Financial Advisors first reported a position in Kimberly-Clark in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's Kimberly-Clark position peaked at $260K in Q3 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.