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Sheets Smith Wealth Management’s Kimberly-Clark KMB Stock Holding History

Sheets Smith 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
Q4 		– Sell
-1,695
Closed -$224K – 389
2021
Q3 		$224K Hold
1,695
– – 0.03% 340
2021
Q2 		$227K Hold
1,695
– – 0.03% 334
2021
Q1 		$236K Buy
1,695
+125
+8% +$16.6K 0.03% 305
2020
Q4 		$212K Hold
1,570
– – 0.03% 317
2020
Q3 		$232K Hold
1,570
– – 0.04% 266
2020
Q2 		$222K Buy
+1,570
New +$217K 0.04% 232

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sheets Smith Wealth Management's KMB Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 1,695 shares — an estimated $224K sold.

Sheets Smith Wealth Management first reported a position in KMB in Q2 2020 and held it in 6 quarters. The position peaked at $236K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Sheets Smith Wealth Management reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,695 Kimberly-Clark shares in Q4 2021, an estimated $224K.
  • Sheets Smith Wealth Management first reported a position in Kimberly-Clark in Q2 2020 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Kimberly-Clark position peaked at $236K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.