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Wealth Advisors of Tampa Bay’s Kimberly-Clark KMB Stock Holding History

Wealth Advisors of Tampa Bay’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
2019
Q1 		– Sell
-20,689
Closed -$2.36M – 73
2018
Q4 		$2.36M Sell
20,689
-625
-3% -$69.4K 1.92% 21
2018
Q3 		$2.42M Sell
21,314
-520
-2% -$58.3K 1.7% 28
2018
Q2 		$2.29M Buy
21,834
+820
+4% +$85.2K 1.75% 26
2018
Q1 		$2.31M Buy
21,014
+230
+1% +$26.2K 1.67% 27
2017
Q4 		$2.49M Buy
+20,784
New +$2.42M 1.7% 28

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Advisors of Tampa Bay's KMB Position: Q1 2019 in Review

Wealth Advisors of Tampa Bay sold out of Kimberly-Clark (KMB) in Q1 2019, closing a stake of 20,689 shares — an estimated $2.36M sold.

Wealth Advisors of Tampa Bay first reported a position in KMB in Q4 2017 and held it in 5 quarters. The position peaked at $2.49M in Q4 2017. 1,463 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Wealth Advisors of Tampa Bay reported no remaining Kimberly-Clark position as of Q1 2019 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 20,689 Kimberly-Clark shares in Q1 2019, an estimated $2.36M.
  • Wealth Advisors of Tampa Bay first reported a position in Kimberly-Clark in Q4 2017 and held it in 5 quarters.
  • Wealth Advisors of Tampa Bay's Kimberly-Clark position peaked at $2.49M in Q4 2017.
  • 1,463 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2019, filed 9 May 2019.