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SVA Wealth Management’s Kimberly-Clark KMB Stock Holding History

SVA 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
2019
Q4 		– Sell
-2,004
Closed -$285K – 209
2019
Q3 		$285K Buy
2,004
+6
+0.3% +$825 0.03% 175
2019
Q2 		$266K Buy
1,998
+6
+0.3% +$774 0.03% 187
2019
Q1 		$247K Sell
1,992
-984
-33% -$114K 0.02% 193
2018
Q4 		$339K Sell
2,976
-522
-15% -$57.9K 0.04% 170
2018
Q3 		$398K Buy
3,498
+7
+0.2% +$785 0.04% 165
2018
Q2 		$368K Sell
3,491
-293
-8% -$30.4K 0.04% 167
2018
Q1 		$445K Buy
3,784
+87
+2% +$9.9K 0.06% 150
2017
Q4 		$446K Sell
3,697
-87
-2% -$10.1K 0.05% 152
2017
Q3 		$445K Buy
3,784
+48
+1% +$5.86K 0.06% 150
2017
Q2 		$482K Buy
3,736
+590
+19% +$76.8K 0.06% 138
2017
Q1 		$414K Sell
3,146
-137
-4% -$17.3K 0.06% 145
2016
Q4 		$375K Sell
3,283
-142
-4% -$16.5K 0.06% 153
2016
Q3 		$432K Buy
3,425
+5
+0.1% +$647 0.07% 144
2016
Q2 		$470K Sell
3,420
-191
-5% -$25K 0.08% 142
2016
Q1 		$486K Sell
3,611
-45
-1% -$5.85K 0.08% 143
2015
Q4 		$465K Sell
3,656
-529
-13% -$63.5K 0.08% 157
2015
Q3 		$456K Buy
4,185
+956
+30% +$105K 0.09% 152
2015
Q2 		$342K Buy
3,229
+1
+0% +$109 0.06% 167
2015
Q1 		$346K Buy
3,228
+1,065
+49% +$118K 0.06% 170
2014
Q4 		$250K Sell
2,163
-92
-4% -$10.2K 0.09% 160
2014
Q3 		$233K Buy
2,255
+1
+0% +$104 0.1% 146
2014
Q2 		$240K Buy
2,254
+163
+8% +$17.3K 0.1% 145
2014
Q1 		$221K Buy
+2,091
New +$217K 0.1% 139

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

SVA Wealth Management's KMB Position: Q4 2019 in Review

SVA Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 2,004 shares — an estimated $285K sold.

SVA Wealth Management first reported a position in KMB in Q1 2014 and held it in 23 quarters. The position peaked at $486K in Q1 2016. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • SVA Wealth Management reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • SVA Wealth Management sold 2,004 Kimberly-Clark shares in Q4 2019, an estimated $285K.
  • SVA Wealth Management first reported a position in Kimberly-Clark in Q1 2014 and held it in 23 quarters.
  • SVA Wealth Management's Kimberly-Clark position peaked at $486K in Q1 2016.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on SVA Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.