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

PRW 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
Q3 		– Sell
-63,433
Closed -$8.49M – 200
2021
Q2 		$8.49M Buy
+63,433
New +$8.46M 2.49% 5
2019
Q2 		– Sell
-375
Closed -$46K – 378
2019
Q1 		$46K Hold
375
– – 0.04% 145
2018
Q4 		$42K Buy
+375
New +$41.6K 0.05% 151

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PRW Wealth Management's KMB Position: Q3 2021 in Review

PRW Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 63,433 shares — an estimated $8.49M sold.

PRW Wealth Management first reported a position in KMB in Q4 2018 and held it in 3 quarters. The position peaked at $8.49M in Q2 2021. 1,538 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • PRW Wealth Management reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 63,433 Kimberly-Clark shares in Q3 2021, an estimated $8.49M.
  • PRW Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Kimberly-Clark position peaked at $8.49M in Q2 2021.
  • 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.