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

One 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
2023
Q1 		– Sell
-185
Closed -$25.1K – 418
2022
Q4 		$25.1K Buy
+185
New +$23.5K 0.01% 497
2018
Q2 		– Sell
-632
Closed -$70K – 579
2018
Q1 		$70K Sell
632
-109
-15% -$12.4K 0.06% 219
2017
Q4 		$89K Buy
+741
New +$86.4K 0.07% 212

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Advisors's KMB Position: Q1 2023 in Review

One Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 185 shares — an estimated $25.1K sold.

One Wealth Advisors first reported a position in KMB in Q4 2017 and held it in 3 quarters. The position peaked at $89K in Q4 2017. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • One Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 185 Kimberly-Clark shares in Q1 2023, an estimated $25.1K.
  • One Wealth Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Kimberly-Clark position peaked at $89K in Q4 2017.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.