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

Northstar 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
2020
Q3 		$3.87M Sell
26,217
-294
-1% -$44.1K 1.8% 14
2020
Q2 		$3.75M Buy
26,511
+39
+0.1% +$5.38K 1.56% 15
2020
Q1 		$3.38M Buy
26,472
+652
+3% +$90.2K 1.72% 16
2019
Q4 		$3.55M Sell
25,820
-292
-1% -$39.5K 1.46% 18
2019
Q3 		$3.71M Buy
26,112
+329
+1% +$45.2K 1.63% 16
2019
Q2 		$3.44M Buy
25,783
+3
+0% +$387 1.53% 17
2019
Q1 		$3.19M Buy
25,780
+760
+3% +$88.3K 1.46% 18
2018
Q4 		$2.85M Buy
25,020
+914
+4% +$101K 1.5% 18
2018
Q3 		$2.74M Buy
24,106
+3,623
+18% +$406K 1.31% 20
2018
Q2 		$2.16M Buy
20,483
+1,844
+10% +$192K 1.08% 26
2018
Q1 		$2.05M Buy
18,639
+13,368
+254% +$1.52M 1.05% 27
2017
Q4 		$630K Sell
5,271
-231
-4% -$26.9K 0.56% 62
2017
Q3 		$635K Sell
5,502
-6
-0.1% -$733 0.62% 58
2017
Q2 		$699K Sell
5,508
-79
-1% -$10.3K 0.64% 50
2017
Q1 		$736K Buy
+5,587
New +$705K 0.68% 46

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 $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northstar Wealth Partners's KMB Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Kimberly-Clark (KMB) stake by 1.1% in Q3 2020, selling an estimated $44.1K and leaving 26,217 shares worth $3.87M. The position accounts for 1.8% of the portfolio, ranked #14.

Northstar Wealth Partners first reported a position in KMB in Q1 2017 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Northstar Wealth Partners held 26,217 shares of Kimberly-Clark worth $3.87M as of Q3 2020.
  • Northstar Wealth Partners sold 294 Kimberly-Clark shares in Q3 2020, an estimated $44.1K.
  • Kimberly-Clark made up 1.8% of Northstar Wealth Partners's portfolio in Q3 2020, its #14 holding.
  • Northstar Wealth Partners first reported a position in Kimberly-Clark in Q1 2017 and has held it in 15 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.