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Wambolt & Associates’s Kimberly-Clark KMB Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-2,264
Closed -$310K – 247
2021
Q1 		$310K Sell
2,264
-610
-21% -$81K 0.16% 176
2020
Q4 		$388K Buy
+2,874
New +$402K 0.23% 144

Other funds holding KMB

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's KMB Position: Q2 2021 in Review

Wambolt & Associates sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 2,264 shares — an estimated $310K sold.

Wambolt & Associates first reported a position in KMB in Q4 2020 and held it in 2 quarters. The position peaked at $388K in Q4 2020. 1,574 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Wambolt & Associates reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Wambolt & Associates sold 2,264 Kimberly-Clark shares in Q2 2021, an estimated $310K.
  • Wambolt & Associates first reported a position in Kimberly-Clark in Q4 2020 and held it in 2 quarters.
  • Wambolt & Associates's Kimberly-Clark position peaked at $388K in Q4 2020.
  • 1,574 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Wambolt & Associates's 13F filing for Q2 2021, filed 13 Aug 2021.