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

Lineweaver 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
Q2 		– Sell
-2,930
Closed -$360K – 147
2022
Q1 		$360K Sell
2,930
-374
-11% -$49.4K 0.1% 105
2021
Q4 		$472K Buy
3,304
+1,559
+89% +$210K 0.14% 86
2021
Q3 		$231K Buy
+1,745
New +$237K 0.07% 126

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lineweaver Wealth Advisors's KMB Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Kimberly-Clark (KMB) in Q2 2022, closing a stake of 2,930 shares — an estimated $360K sold.

Lineweaver Wealth Advisors first reported a position in KMB in Q3 2021 and held it in 3 quarters. The position peaked at $472K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • Lineweaver Wealth Advisors reported no remaining Kimberly-Clark position as of Q2 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 2,930 Kimberly-Clark shares in Q2 2022, an estimated $360K.
  • Lineweaver Wealth Advisors first reported a position in Kimberly-Clark in Q3 2021 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Kimberly-Clark position peaked at $472K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.