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Stonebridge Financial Planning Group’s Kimberly-Clark KMB Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-100
Closed -$14K – 248
2021
Q4 		$14K Hold
100
– – 0.01% 322
2021
Q3 		$13K Hold
100
– – 0.01% 326
2021
Q2 		$13K Hold
100
– – 0.01% 338
2021
Q1 		$14K Hold
100
– – 0.01% 332
2020
Q4 		$13K Hold
100
– – 0.01% 312
2020
Q3 		$15K Hold
100
– – 0.01% 285
2020
Q2 		$14K Hold
100
– – 0.01% 284
2020
Q1 		$13K Hold
100
– – 0.01% 284
2019
Q4 		$14K Buy
+100
New +$13.5K 0.01% 267

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonebridge Financial Planning Group's KMB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 100 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in KMB in Q4 2019 and held it in 9 quarters. The position peaked at $15K in Q3 2020. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Kimberly-Clark shares in Q1 2022, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in Kimberly-Clark in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Kimberly-Clark position peaked at $15K in Q3 2020.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.