Planned Solutions’s Kimberly-Clark KMB Stock Holding History

Planned Solutions’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 Q1	–	Sell	-350	Closed	-$47K	–	250
2020 Q4	$47K	Hold	350	–	–	0.04%	213
2020 Q3	$52K	Buy	+350	New	+$52.6K	0.05%	145

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's KMB Position: Q1 2021 in Review

Planned Solutions sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 350 shares — an estimated $47K sold.

Planned Solutions first reported a position in KMB in Q3 2020 and held it in 2 quarters. The position peaked at $52K in Q3 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

Planned Solutions reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 350 Kimberly-Clark shares in Q1 2021, an estimated $47K.
Planned Solutions first reported a position in Kimberly-Clark in Q3 2020 and held it in 2 quarters.
Planned Solutions's Kimberly-Clark position peaked at $52K in Q3 2020.
1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.