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PFG Private Wealth Management’s Kimberly-Clark KMB Stock Holding History

PFG Private 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
2023
Q1 		– Sell
-27
Closed -$4K – 346
2022
Q4 		$4K Hold
27
– – ﹤0.01% 241
2022
Q3 		$3K Hold
27
– – ﹤0.01% 267
2022
Q2 		$4K Hold
27
– – ﹤0.01% 237
2022
Q1 		$3K Hold
27
– – ﹤0.01% 257
2021
Q4 		$4K Hold
27
– – ﹤0.01% 242
2021
Q3 		$4K Buy
+27
New +$3.67K ﹤0.01% 221

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

PFG Private Wealth Management's KMB Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 27 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in KMB in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 27 Kimberly-Clark shares in Q1 2023, an estimated $4K.
  • PFG Private Wealth Management first reported a position in Kimberly-Clark in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Kimberly-Clark position peaked at $4K in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.