Polaris Wealth Advisory Group’s Kimberly-Clark KMB Stock Holding History

Polaris Wealth Advisory 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
2020 Q3	–	Sell	-1,583	Closed	-$225K	–	171
2020 Q2	$225K	Hold	1,583	–	–	0.02%	133
2020 Q1	$202K	Buy	+1,583	New	+$219K	0.02%	112
2019 Q4	–	Sell	-4,213	Closed	-$589K	–	168
2019 Q3	$589K	Buy	+4,213	New	+$579K	0.05%	109
2018 Q4	–	Sell	-1,246	Closed	-$142K	–	308
2018 Q3	$142K	Buy	1,246 +1,090	+699%	+$122K	0.01%	174
2018 Q2	$17K	Sell	156 -1,090	-87%	-$113K	﹤0.01%	180
2018 Q1	$137K	Buy	+1,246	New	+$142K	0.01%	153
2016 Q1	–	Sell	-3,660	Closed	-$466K	–	127
2015 Q4	$466K	Buy	+3,660	New	+$439K	0.08%	84

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Polaris Wealth Advisory Group's KMB Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 1,583 shares — an estimated $225K sold.

Polaris Wealth Advisory Group first reported a position in KMB in Q4 2015 and held it in 7 quarters. The position peaked at $589K in Q3 2019. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

Polaris Wealth Advisory Group reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,583 Kimberly-Clark shares in Q3 2020, an estimated $225K.
Polaris Wealth Advisory Group first reported a position in Kimberly-Clark in Q4 2015 and held it in 7 quarters.
Polaris Wealth Advisory Group's Kimberly-Clark position peaked at $589K in Q3 2019.
1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.