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Vahanian & Associates Financial Planning’s Kimberly-Clark KMB Stock Holding History

Vahanian & Associates Financial Planning’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
-1,644
Closed -$235K – 111
2021
Q4 		$235K Buy
+1,644
New +$221K 0.19% 141

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

Vahanian & Associates Financial Planning's KMB Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,644 shares — an estimated $235K sold.

Vahanian & Associates Financial Planning first reported a position in KMB in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,644 Kimberly-Clark shares in Q1 2022, an estimated $235K.
  • Vahanian & Associates Financial Planning first reported a position in Kimberly-Clark in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Kimberly-Clark position peaked at $235K in Q4 2021.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.