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Wealth Advisory Solutions’s Kimberly-Clark KMB Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-2,396
Closed -$324K – 144
2022
Q2 		$324K Buy
2,396
+595
+33% +$78.4K 0.08% 110
2022
Q1 		$222K Buy
+1,801
New +$238K 0.05% 144
2021
Q3 		$239K Buy
+1,802
New +$245K 0.05% 158
2021
Q2 		– Sell
-1,514
Closed -$211K – 184
2021
Q1 		$211K Buy
+1,514
New +$201K 0.16% 60

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Advisory Solutions's KMB Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 2,396 shares — an estimated $324K sold.

Wealth Advisory Solutions first reported a position in KMB in Q1 2021 and held it in 4 quarters. The position peaked at $324K in Q2 2022. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Wealth Advisory Solutions reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,396 Kimberly-Clark shares in Q3 2022, an estimated $324K.
  • Wealth Advisory Solutions first reported a position in Kimberly-Clark in Q1 2021 and held it in 4 quarters.
  • Wealth Advisory Solutions's Kimberly-Clark position peaked at $324K in Q2 2022.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.