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

Selective 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
2022 Q4	–	Sell	-277	Closed	-$31K	–	449
2022 Q3	$31K	Buy	277 +8	+3%	+$1.04K	0.01%	363
2022 Q2	$36K	Buy	269 +1	+0.4%	+$132	0.01%	372
2022 Q1	$33K	Buy	268 +101	+60%	+$13.3K	0.01%	377
2021 Q4	$24K	Buy	167 +1	+0.6%	+$135	0.01%	389
2021 Q3	$22K	Hold	166	–	–	0.01%	350
2021 Q2	$22K	Buy	166 +1	+0.6%	+$133	0.02%	270
2021 Q1	$23K	Buy	165 +1	+0.6%	+$133	0.02%	184
2020 Q4	$22K	Buy	164 +1	+0.6%	+$140	0.01%	177
2020 Q3	$24K	Buy	163 +1	+0.6%	+$150	0.02%	139
2020 Q2	$23K	Hold	162	–	–	0.02%	162
2020 Q1	$21K	Buy	162 +1	+0.6%	+$138	0.03%	101
2019 Q4	$22K	Buy	161 +1	+0.6%	+$135	0.03%	115
2019 Q3	$23K	Buy	+160	New	+$22K	0.03%	115
2018 Q3	$18K	Buy	+157	New	+$17.6K	0.22%	60

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Selective Wealth Management's KMB Position: Q4 2022 in Review

Selective Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 277 shares — an estimated $31K sold.

Selective Wealth Management first reported a position in KMB in Q3 2018 and held it in 14 quarters. The position peaked at $36K in Q2 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

Selective Wealth Management reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 277 Kimberly-Clark shares in Q4 2022, an estimated $31K.
Selective Wealth Management first reported a position in Kimberly-Clark in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Kimberly-Clark position peaked at $36K in Q2 2022.
1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.