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Regent Peak Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Regent Peak Wealth Advisors’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
Q2 		– Sell
-1,832
Closed -$254K – 170
2021
Q1 		$254K Buy
1,832
+57
+3% +$7.57K 0.08% 132
2020
Q4 		$239K Buy
1,775
+170
+11% +$23.8K 0.08% 126
2020
Q3 		$237K Buy
1,605
+1
+0.1% +$150 0.1% 111
2020
Q2 		$227K Sell
1,604
-8
-0.5% -$1.1K 0.1% 108
2020
Q1 		$206K Buy
1,612
+16
+1% +$2.21K 0.11% 102
2019
Q4 		$219K Buy
+1,596
New +$216K 0.1% 122

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's KMB Position: Q2 2021 in Review

Regent Peak Wealth Advisors sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 1,832 shares — an estimated $254K sold.

Regent Peak Wealth Advisors first reported a position in KMB in Q4 2019 and held it in 6 quarters. The position peaked at $254K in Q1 2021. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Regent Peak Wealth Advisors reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,832 Kimberly-Clark shares in Q2 2021, an estimated $254K.
  • Regent Peak Wealth Advisors first reported a position in Kimberly-Clark in Q4 2019 and held it in 6 quarters.
  • Regent Peak Wealth Advisors's Kimberly-Clark position peaked at $254K in Q1 2021.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.