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Prentice Wealth Management’s Kimberly-Clark KMB Stock Holding History

Prentice 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
2021
Q4 		– Sell
-312
Closed -$41K – 205
2021
Q3 		$41K Sell
312
-59
-16% -$8.03K 0.02% 185
2021
Q2 		$50K Hold
371
– – 0.03% 180
2021
Q1 		$52K Buy
+371
New +$49.2K 0.03% 170

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prentice Wealth Management's KMB Position: Q4 2021 in Review

Prentice Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 312 shares — an estimated $41K sold.

Prentice Wealth Management first reported a position in KMB in Q1 2021 and held it in 3 quarters. The position peaked at $52K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Prentice Wealth Management reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 312 Kimberly-Clark shares in Q4 2021, an estimated $41K.
  • Prentice Wealth Management first reported a position in Kimberly-Clark in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's Kimberly-Clark position peaked at $52K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.