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ShoreHaven Wealth Partners’s Kimberly-Clark KMB Stock Holding History

ShoreHaven Wealth Partners’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
-102
Closed -$14K – 162
2021
Q1 		$14K Buy
102
+1
+1% +$133 0.01% 184
2020
Q4 		$14K Buy
+101
New +$14.1K 0.01% 162

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State Street
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Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's KMB Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 102 shares — an estimated $14K sold.

ShoreHaven Wealth Partners first reported a position in KMB in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 1,574 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 102 Kimberly-Clark shares in Q2 2021, an estimated $14K.
  • ShoreHaven Wealth Partners first reported a position in Kimberly-Clark in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Kimberly-Clark position peaked at $14K in Q1 2021.
  • 1,574 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.