Lugano Financial Advisors SA (LFA)’s Kimberly-Clark KMB Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-1,694	Closed	-$228K	–	115
2020 Q4	$228K	Hold	1,694	–	–	0.18%	58
2020 Q3	$267K	Hold	1,694	–	–	0.25%	54
2020 Q2	$238K	Hold	1,694	–	–	0.25%	57
2020 Q1	$243K	Hold	1,694	–	–	0.22%	64
2019 Q4	$233K	Buy	+1,694	New	+$229K	0.17%	66
2019 Q2	$226K	Hold	1,694	–	–	0.14%	64
2019 Q1	$209K	Hold	1,694	–	–	0.13%	69
2018 Q4	$193K	Hold	1,694	–	–	0.13%	80
2018 Q3	$193K	Hold	1,694	–	–	0.13%	80
2018 Q2	$177K	Buy	+1,694	New	+$176K	0.17%	70

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s KMB Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 1,694 shares — an estimated $228K sold.

Lugano Financial Advisors SA (LFA) first reported a position in KMB in Q2 2018 and held it in 10 quarters. The position peaked at $267K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

Lugano Financial Advisors SA (LFA) reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,694 Kimberly-Clark shares in Q1 2021, an estimated $228K.
Lugano Financial Advisors SA (LFA) first reported a position in Kimberly-Clark in Q2 2018 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s Kimberly-Clark position peaked at $267K in Q3 2020.
1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.