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V Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

V 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
2023
Q3 		– Sell
-2,331
Closed -$322K – 249
2023
Q2 		$322K Buy
2,331
+7
+0.3% +$975 0.05% 281
2023
Q1 		$312K Buy
2,324
+7
+0.3% +$909 0.06% 283
2022
Q4 		$315K Sell
2,317
-4,418
-66% -$561K 0.07% 272
2022
Q3 		$758K Buy
6,735
+756
+13% +$98.3K 0.15% 144
2022
Q2 		$808K Buy
5,979
+3,743
+167% +$493K 0.15% 159
2022
Q1 		$275K Buy
2,236
+28
+1% +$3.69K 0.04% 361
2021
Q4 		$316K Buy
2,208
+209
+10% +$28.1K 0.05% 348
2021
Q3 		$265K Buy
1,999
+143
+8% +$19.4K 0.04% 377
2021
Q2 		$249K Sell
1,856
-17
-0.9% -$2.27K 0.04% 401
2021
Q1 		$260K Sell
1,873
-67
-3% -$8.89K 0.05% 356
2020
Q4 		$262K Buy
1,940
+542
+39% +$75.9K 0.05% 322
2020
Q3 		$206K Sell
1,398
-761
-35% -$114K 0.14% 164
2020
Q2 		$305K Sell
2,159
-217
-9% -$30K 0.08% 267
2020
Q1 		$304K Buy
2,376
+606
+34% +$83.8K 0.1% 218
2019
Q4 		$251K Hold
1,770
– – 0.09% 232
2019
Q3 		$251K Buy
1,770
+132
+8% +$18.1K 0.09% 232
2019
Q2 		$217K Sell
1,638
-22
-1% -$2.84K 0.08% 243
2019
Q1 		$206K Buy
+1,660
New +$193K 0.08% 238
2017
Q3 		– Sell
-956
Closed -$123K – 480
2017
Q2 		$123K Buy
+956
New +$124K 0.06% 223

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

V Wealth Advisors's KMB Position: Q3 2023 in Review

V Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 2,331 shares — an estimated $322K sold.

V Wealth Advisors first reported a position in KMB in Q2 2017 and held it in 19 quarters. The position peaked at $808K in Q2 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • V Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,331 Kimberly-Clark shares in Q3 2023, an estimated $322K.
  • V Wealth Advisors first reported a position in Kimberly-Clark in Q2 2017 and held it in 19 quarters.
  • V Wealth Advisors's Kimberly-Clark position peaked at $808K in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.