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Walter & Keenan Wealth Management’s Kimberly-Clark KMB Stock Holding History

Walter & Keenan Wealth Management’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
-2,526
Closed -$341K – 151
2020
Q4 		$341K Buy
2,526
+152
+6% +$21.3K 0.12% 107
2020
Q3 		$351K Sell
2,374
-125
-5% -$18.8K 0.14% 103
2020
Q2 		$353K Buy
+2,499
New +$345K 0.14% 101
2020
Q1 		– Sell
-2,483
Closed -$342K – 152
2019
Q4 		$342K Buy
2,483
+85
+4% +$11.5K 0.13% 116
2019
Q3 		$341K Buy
2,398
+690
+40% +$94.8K 0.13% 116
2019
Q2 		$228K Hold
1,708
– – 0.1% 136
2019
Q1 		$212K Sell
1,708
-916
-35% -$106K 0.09% 149
2018
Q4 		$299K Hold
2,624
– – 0.13% 118
2018
Q3 		$298 Hold
2,624
– – 0.09% 130
2018
Q2 		$276K Sell
2,624
-1,000
-28% -$104K 0.12% 137
2018
Q1 		$399K Buy
3,624
+374
+12% +$42.6K 0.17% 113
2017
Q4 		$392K Buy
+3,250
New +$379K 0.16% 109
2017
Q3 		– Sell
-2,444
Closed -$316K – 168
2017
Q2 		$316K Hold
2,444
– – 0.16% 111
2017
Q1 		$322K Sell
2,444
-206
-8% -$26K 0.17% 104
2016
Q4 		$302K Buy
2,650
+606
+30% +$70.3K 0.16% 108
2016
Q3 		$258K Hold
2,044
– – 0.14% 121
2016
Q2 		$281K Hold
2,044
– – 0.16% 107
2016
Q1 		$275K Sell
2,044
-350
-15% -$45.5K 0.16% 108
2015
Q4 		$305K Hold
2,394
– – 0.18% 104
2015
Q3 		$261K Hold
2,394
– – 0.16% 115
2015
Q2 		$254K Hold
2,394
– – 0.15% 120
2015
Q1 		$256K Hold
2,394
– – 0.14% 120
2014
Q4 		$277K Sell
2,394
-103
-4% -$11.4K 0.16% 115
2014
Q3 		$258K Hold
2,497
– – 0.15% 121
2014
Q2 		$266K Hold
2,497
– – 0.14% 120
2014
Q1 		$264K Buy
+2,497
New +$259K 0.14% 114

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

Walter & Keenan Wealth Management's KMB Position: Q1 2021 in Review

Walter & Keenan Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2021, closing a stake of 2,526 shares — an estimated $341K sold.

Walter & Keenan Wealth Management first reported a position in KMB in Q1 2014 and held it in 26 quarters. The position peaked at $399K in Q1 2018. 1,617 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Walter & Keenan Wealth Management reported no remaining Kimberly-Clark position as of Q1 2021 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,526 Kimberly-Clark shares in Q1 2021, an estimated $341K.
  • Walter & Keenan Wealth Management first reported a position in Kimberly-Clark in Q1 2014 and held it in 26 quarters.
  • Walter & Keenan Wealth Management's Kimberly-Clark position peaked at $399K in Q1 2018.
  • 1,617 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.