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Pacific Wealth Strategies Group’s Kimberly-Clark KMB Stock Holding History

Pacific Wealth Strategies Group’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
2022
Q2 		– Sell
-9,676
Closed -$1.19M – 58
2022
Q1 		$1.19M Sell
9,676
-186
-2% -$24.5K 0.5% 41
2021
Q4 		$1.41M Sell
9,862
-328
-3% -$44.2K 0.49% 45
2021
Q3 		$1.35M Buy
10,190
+281
+3% +$38.2K 0.5% 46
2021
Q2 		$1.33M Sell
9,909
-130
-1% -$17.3K 0.51% 45
2021
Q1 		$1.4M Sell
10,039
-360
-3% -$47.8K 0.59% 45
2020
Q4 		$1.37M Buy
10,399
+15
+0.1% +$2.1K 0.59% 45
2020
Q3 		$1.53M Sell
10,384
-174
-2% -$26.1K 0.81% 37
2020
Q2 		$1.49M Buy
10,558
+75
+0.7% +$10.4K 0.83% 38
2020
Q1 		$1.34M Buy
10,483
+322
+3% +$44.5K 0.91% 39
2019
Q4 		$1.4M Buy
10,161
+191
+2% +$25.8K 0.77% 45
2019
Q3 		$1.42M Sell
9,970
-37
-0.4% -$5.08K 0.87% 42
2019
Q2 		$1.33M Hold
10,007
– – 0.84% 46
2019
Q1 		$1.24M Sell
10,007
-6
-0.1% -$697 0.8% 48
2018
Q4 		$1.14M Sell
10,013
-179
-2% -$19.9K 0.82% 46
2018
Q3 		$1.16M Sell
10,192
-246
-2% -$27.6K 0.74% 49
2018
Q2 		$1.1M Sell
10,438
-3,790
-27% -$394K 0.76% 46
2018
Q1 		$1.57M Buy
14,228
+138
+1% +$15.7K 1.12% 34
2017
Q4 		$1.7M Buy
14,090
+557
+4% +$65K 1.21% 30
2017
Q3 		$1.59M Sell
13,533
-193
-1% -$23.6K 1.26% 28
2017
Q2 		$1.77M Sell
13,726
-510
-4% -$66.4K 1.51% 25
2017
Q1 		$1.87M Sell
14,236
-1,875
-12% -$236K 1.63% 22
2016
Q4 		$1.84M Buy
+16,111
New +$1.87M 1.81% 17

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Wealth Strategies Group's KMB Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of Kimberly-Clark (KMB) in Q2 2022, closing a stake of 9,676 shares — an estimated $1.19M sold.

Pacific Wealth Strategies Group first reported a position in KMB in Q4 2016 and held it in 22 quarters. The position peaked at $1.87M in Q1 2017. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • Pacific Wealth Strategies Group reported no remaining Kimberly-Clark position as of Q2 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 9,676 Kimberly-Clark shares in Q2 2022, an estimated $1.19M.
  • Pacific Wealth Strategies Group first reported a position in Kimberly-Clark in Q4 2016 and held it in 22 quarters.
  • Pacific Wealth Strategies Group's Kimberly-Clark position peaked at $1.87M in Q1 2017.
  • 1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.