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Meridian Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-314
Closed -$43K – 708
2021
Q1 		$43K Buy
314
+127
+68% +$16.9K 0.01% 175
2020
Q4 		$25K Hold
187
– – 0.01% 195
2020
Q3 		$28K Sell
187
-11
-6% -$1.65K 0.01% 172
2020
Q2 		$28K Hold
198
– – 0.02% 167
2020
Q1 		$25K Buy
198
+5
+3% +$692 0.01% 158
2019
Q4 		$27K Buy
+193
New +$26.1K 0.02% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's KMB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 314 shares — an estimated $43K sold.

Meridian Wealth Partners first reported a position in KMB in Q4 2019 and held it in 6 quarters. The position peaked at $43K in Q1 2021. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 314 Kimberly-Clark shares in Q2 2021, an estimated $43K.
  • Meridian Wealth Partners first reported a position in Kimberly-Clark in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Kimberly-Clark position peaked at $43K in Q1 2021.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.