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

Personal 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
2021
Q3 		– Sell
-19
Closed -$3K – 245
2021
Q2 		$3K Buy
+19
New +$2.54K ﹤0.01% 362
2020
Q1 		– Sell
-34
Closed -$5K – 340
2019
Q4 		$5K Hold
34
– – ﹤0.01% 270
2019
Q3 		$5K Buy
34
+19
+127% +$2.61K ﹤0.01% 273
2019
Q2 		$2K Buy
+15
New +$1.93K ﹤0.01% 280

Other funds holding KMB

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

Personal Wealth Partners's KMB Position: Q3 2021 in Review

Personal Wealth Partners sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 19 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in KMB in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Personal Wealth Partners reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 19 Kimberly-Clark shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Kimberly-Clark in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Kimberly-Clark position peaked at $5K in Q4 2019.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.