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Professional Planning’s Kimberly-Clark KMB Stock Holding History

Professional Planning’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
-1,896
Closed -$256K – 135
2020
Q4 		$256K Buy
+1,896
New +$265K 0.1% 118
2020
Q3 		– Sell
-1,979
Closed -$280K – 67
2020
Q2 		$280K Buy
+1,979
New +$273K 0.15% 88

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Professional Planning's KMB Position: Q1 2021 in Review

Professional Planning sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 1,896 shares — an estimated $256K sold.

Professional Planning first reported a position in KMB in Q2 2020 and held it in 2 quarters. The position peaked at $280K in Q2 2020. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Professional Planning reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 1,896 Kimberly-Clark shares in Q1 2021, an estimated $256K.
  • Professional Planning first reported a position in Kimberly-Clark in Q2 2020 and held it in 2 quarters.
  • Professional Planning's Kimberly-Clark position peaked at $280K in Q2 2020.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.