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

Moser 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
2021
Q1 		– Sell
-200
Closed -$27K – 164
2020
Q4 		$27K Hold
200
– – 0.02% 96
2020
Q3 		$30K Hold
200
– – 0.02% 92
2020
Q2 		$28K Hold
200
– – 0.03% 87
2020
Q1 		$26K Hold
200
– – 0.03% 87
2019
Q4 		$28K Buy
+200
New +$27.1K 0.03% 106

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

Moser Wealth Advisors's KMB Position: Q1 2021 in Review

Moser Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 200 shares — an estimated $27K sold.

Moser Wealth Advisors first reported a position in KMB in Q4 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Moser Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Moser Wealth Advisors sold 200 Kimberly-Clark shares in Q1 2021, an estimated $27K.
  • Moser Wealth Advisors first reported a position in Kimberly-Clark in Q4 2019 and held it in 5 quarters.
  • Moser Wealth Advisors's Kimberly-Clark position peaked at $30K in Q3 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Moser Wealth Advisors's 13F filing for Q1 2021, filed 5 May 2021.