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

Visionary 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
Q1 		– Sell
-1,734
Closed -$235K – 467
2022
Q4 		$235K Sell
1,734
-50
-3% -$6.35K 0.02% 371
2022
Q3 		$201K Buy
1,784
+135
+8% +$17.6K 0.02% 369
2022
Q2 		$223K Hold
1,649
– – 0.02% 374
2022
Q1 		$203K Hold
1,649
– – 0.02% 404
2021
Q4 		$236K Sell
1,649
-10
-0.6% -$1.35K 0.02% 339
2021
Q3 		$220K Sell
1,659
-12
-0.7% -$1.63K 0.02% 282
2021
Q2 		$224K Buy
+1,671
New +$223K 0.02% 305
2020
Q4 		– Sell
-1,421
Closed -$210K – 298
2020
Q3 		$210K Buy
+1,421
New +$213K 0.03% 239
2020
Q1 		– Sell
-1,863
Closed -$257K – 213
2019
Q4 		$257K Buy
+1,863
New +$252K 0.05% 180

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's KMB Position: Q1 2023 in Review

Visionary Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 1,734 shares — an estimated $235K sold.

Visionary Wealth Advisors first reported a position in KMB in Q4 2019 and held it in 9 quarters. The position peaked at $257K in Q4 2019. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Visionary Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,734 Kimberly-Clark shares in Q1 2023, an estimated $235K.
  • Visionary Wealth Advisors first reported a position in Kimberly-Clark in Q4 2019 and held it in 9 quarters.
  • Visionary Wealth Advisors's Kimberly-Clark position peaked at $257K in Q4 2019.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.