SVWA
KMB icon

Sound View Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Sound View Wealth 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
2019
Q1 		$4.52M Buy
36,515
+364
+1% +$42.3K 1.42% 14
2018
Q4 		$4.12M Buy
+36,151
New +$4.01M 1.49% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's KMB Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Kimberly-Clark (KMB) stake by 1% in Q1 2019, buying an estimated $42.3K and bringing the position to 36,515 shares worth $4.52M. The position accounts for 1.42% of the portfolio, ranked #14.

Sound View Wealth Advisors first reported a position in KMB in Q4 2018 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Sound View Wealth Advisors held 36,515 shares of Kimberly-Clark worth $4.52M as of Q1 2019.
  • Sound View Wealth Advisors bought 364 Kimberly-Clark shares in Q1 2019, an estimated $42.3K.
  • Kimberly-Clark made up 1.42% of Sound View Wealth Advisors's portfolio in Q1 2019, its #14 holding.
  • Sound View Wealth Advisors first reported a position in Kimberly-Clark in Q4 2018 and has held it in 2 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.