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OptiFour Integrated Wealth Management’s Kimberly-Clark KMB Stock Holding History

OptiFour Integrated Wealth Management’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
2019
Q4 		$591K Hold
4,300
– – 0.41% 31
2019
Q3 		$611K Hold
4,300
– – 0.43% 29
2019
Q2 		$573K Buy
+4,300
New +$555K 0.4% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's KMB Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Kimberly-Clark (KMB) position steady in Q4 2019 at 4,300 shares worth $591K. The position accounts for 0.41% of the portfolio, ranked #31.

OptiFour Integrated Wealth Management first reported a position in KMB in Q2 2019 and has held it in 3 quarters since. The position peaked at $611K in Q3 2019. 1,538 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • OptiFour Integrated Wealth Management held 4,300 shares of Kimberly-Clark worth $591K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Kimberly-Clark share count unchanged in Q4 2019.
  • Kimberly-Clark made up 0.41% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #31 holding.
  • OptiFour Integrated Wealth Management first reported a position in Kimberly-Clark in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Kimberly-Clark position peaked at $611K in Q3 2019.
  • 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.