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RPg Family Wealth Advisory’s Kimberly-Clark KMB Stock Holding History

RPg Family Wealth Advisory’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
2020
Q4 		– Sell
-75
Closed -$11.2K – 294
2020
Q3 		$11.2K Hold
75
– – 0.01% 273
2020
Q2 		$10.7K Buy
+75
New +$10.4K 0.01% 273
2017
Q1 		– Sell
-1,073
Closed -$122K – 303
2016
Q4 		$122K Sell
1,073
-1,012
-49% -$117K 0.11% 74
2016
Q3 		$263K Buy
2,085
+715
+52% +$92.5K 0.19% 54
2016
Q2 		$188K Buy
1,370
+160
+13% +$20.9K 0.08% 65
2016
Q1 		$163K Buy
1,210
+210
+21% +$27.3K 0.13% 69
2015
Q4 		$127K Buy
+1,000
New +$120K 0.12% 47

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RPg Family Wealth Advisory's KMB Position: Q4 2020 in Review

RPg Family Wealth Advisory sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 75 shares — an estimated $11.2K sold.

RPg Family Wealth Advisory first reported a position in KMB in Q4 2015 and held it in 7 quarters. The position peaked at $263K in Q3 2016. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • RPg Family Wealth Advisory reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 75 Kimberly-Clark shares in Q4 2020, an estimated $11.2K.
  • RPg Family Wealth Advisory first reported a position in Kimberly-Clark in Q4 2015 and held it in 7 quarters.
  • RPg Family Wealth Advisory's Kimberly-Clark position peaked at $263K in Q3 2016.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.