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Transform Wealth’s Kimberly-Clark KMB Stock Holding History

Transform Wealth’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
Q1 		– Sell
-2,074
Closed -$280K – 201
2020
Q4 		$280K Buy
2,074
+55
+3% +$7.7K 0.06% 185
2020
Q3 		$298K Sell
2,019
-55
-3% -$8.26K 0.05% 177
2020
Q2 		$293K Sell
2,074
-46
-2% -$6.35K 0.05% 185
2020
Q1 		$271K Sell
2,120
-87
-4% -$12K 0.06% 179
2019
Q4 		$304K Buy
2,207
+176
+9% +$23.8K 0.05% 189
2019
Q3 		$289K Sell
2,031
-1,931
-49% -$265K 0.05% 182
2019
Q2 		$528K Buy
+3,962
New +$511K 0.08% 169

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's KMB Position: Q1 2021 in Review

Transform Wealth sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 2,074 shares — an estimated $280K sold.

Transform Wealth first reported a position in KMB in Q2 2019 and held it in 7 quarters. The position peaked at $528K in Q2 2019. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Transform Wealth reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Transform Wealth sold 2,074 Kimberly-Clark shares in Q1 2021, an estimated $280K.
  • Transform Wealth first reported a position in Kimberly-Clark in Q2 2019 and held it in 7 quarters.
  • Transform Wealth's Kimberly-Clark position peaked at $528K in Q2 2019.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Transform Wealth's 13F filing for Q1 2021, filed 22 Apr 2021.