Wealthcare Capital Management’s Kimberly-Clark KMB Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-622	Closed	-$86K	–	379
2021 Q1	$86K	Buy	+622	New	+$82.6K	0.01%	107
2020 Q1	–	Sell	-29	Closed	-$4K	–	463
2019 Q4	$4K	Buy	29 +17	+142%	+$2.3K	﹤0.01%	305
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	174
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	167
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	180
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	177
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	180
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	183
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	187
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	210
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	172
2017 Q2	$2K	Hold	12	–	–	﹤0.01%	154
2017 Q1	$2K	Hold	12	–	–	﹤0.01%	158
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	170
2016 Q3	$2K	Hold	12	–	–	﹤0.01%	170
2016 Q2	$2K	Hold	12	–	–	﹤0.01%	171
2016 Q1	$2K	Hold	12	–	–	﹤0.01%	179
2015 Q4	$2K	Hold	12	–	–	﹤0.01%	192
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	226
2015 Q2	$1K	Sell	12 -2,360	-99%	-$257K	﹤0.01%	359
2015 Q1	$254K	Buy	2,372 +2,360	+19,667%	+$261K	0.03%	88
2014 Q4	$1K	Buy	+12	New	+$1.33K	﹤0.01%	186

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's KMB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 622 shares — an estimated $86K sold.

Wealthcare Capital Management first reported a position in KMB in Q4 2014 and held it in 22 quarters. The position peaked at $254K in Q1 2015. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

Wealthcare Capital Management reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 622 Kimberly-Clark shares in Q2 2021, an estimated $86K.
Wealthcare Capital Management first reported a position in Kimberly-Clark in Q4 2014 and held it in 22 quarters.
Wealthcare Capital Management's Kimberly-Clark position peaked at $254K in Q1 2015.
1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.