RGT Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

RGT 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
2022 Q3	–	Sell	-1,520	Closed	-$205K	–	124
2022 Q2	$205K	Buy	+1,520	New	+$200K	0.03%	76
2022 Q1	–	Sell	-1,520	Closed	-$217K	–	225
2021 Q4	$217K	Hold	1,520	–	–	0.03%	86
2021 Q3	$201K	Hold	1,520	–	–	0.04%	52
2021 Q2	$203K	Sell	1,520 -20	-1%	-$2.67K	0.04%	54
2021 Q1	$214K	Sell	1,540 -55	-3%	-$7.3K	0.04%	55
2020 Q4	$215K	Hold	1,595	–	–	0.05%	64
2020 Q3	$236K	Buy	1,595 +63	+4%	+$9.46K	0.06%	35
2020 Q2	$217K	Buy	+1,532	New	+$211K	0.06%	35

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

RGT Wealth Advisors's KMB Position: Q3 2022 in Review

RGT Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 1,520 shares — an estimated $205K sold.

RGT Wealth Advisors first reported a position in KMB in Q2 2020 and held it in 8 quarters. The position peaked at $236K in Q3 2020. 1,573 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

RGT Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,520 Kimberly-Clark shares in Q3 2022, an estimated $205K.
RGT Wealth Advisors first reported a position in Kimberly-Clark in Q2 2020 and held it in 8 quarters.
RGT Wealth Advisors's Kimberly-Clark position peaked at $236K in Q3 2020.
1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.