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TrueWealth LLC’s Kimberly-Clark KMB Stock Holding History

TrueWealth LLC’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
Q2 		$231K Hold
1,632
– – 0.1% 115
2020
Q1 		$209K Hold
1,632
– – 0.1% 114
2019
Q4 		$224K Hold
1,632
– – 0.09% 129
2019
Q3 		$232K Hold
1,632
– – 0.1% 119
2019
Q2 		$217K Hold
1,632
– – 0.1% 128
2019
Q1 		$202K Hold
1,632
– – 0.09% 135
2018
Q4 		$186K Buy
1,632
+500
+44% +$55.5K 0.09% 133
2018
Q3 		$129K Sell
1,132
-200
-15% -$22.4K 0.06% 177
2018
Q2 		$140K Buy
1,332
+300
+29% +$31.2K 0.07% 161
2018
Q1 		$114K Buy
1,032
+9
+0.9% +$1.02K 0.06% 177
2017
Q4 		$123K Buy
+1,023
New +$119K 0.06% 187

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

TrueWealth LLC's KMB Position: Q2 2020 in Review

TrueWealth LLC held its Kimberly-Clark (KMB) position steady in Q2 2020 at 1,632 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #115.

TrueWealth LLC first reported a position in KMB in Q4 2017 and has held it in 11 quarters since. The position peaked at $232K in Q3 2019. 1,578 funds tracked by Wall St. Rank hold KMB as of Q2 2020.

  • TrueWealth LLC held 1,632 shares of Kimberly-Clark worth $231K as of Q2 2020.
  • TrueWealth LLC left its Kimberly-Clark share count unchanged in Q2 2020.
  • Kimberly-Clark made up 0.1% of TrueWealth LLC's portfolio in Q2 2020, its #115 holding.
  • TrueWealth LLC first reported a position in Kimberly-Clark in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Kimberly-Clark position peaked at $232K in Q3 2019.
  • 1,578 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.