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Souders Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Souders Financial 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
2020
Q4 		– Sell
-2,709
Closed -$370K – 113
2020
Q3 		$370K Buy
+2,709
New +$407K 0.17% 84

Other funds holding KMB

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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

Souders Financial Advisors's KMB Position: Q4 2020 in Review

Souders Financial Advisors sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 2,709 shares — an estimated $370K sold.

Souders Financial Advisors first reported a position in KMB in Q3 2020 and held it in 1 quarter. The position peaked at $370K in Q3 2020. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • Souders Financial Advisors reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • Souders Financial Advisors sold 2,709 Kimberly-Clark shares in Q4 2020, an estimated $370K.
  • Souders Financial Advisors first reported a position in Kimberly-Clark in Q3 2020 and held it in 1 quarter.
  • Souders Financial Advisors's Kimberly-Clark position peaked at $370K in Q3 2020.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on Souders Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.