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WealthShield Partners’s Kimberly-Clark KMB Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-1,555
Closed -$208K – 497
2021
Q2 		$208K Buy
1,555
+128
+9% +$17.1K 0.03% 252
2021
Q1 		$198K Sell
1,427
-525
-27% -$69.7K 0.04% 256
2020
Q4 		$263K Sell
1,952
-187
-9% -$26.2K 0.05% 249
2020
Q3 		$316K Sell
2,139
-599
-22% -$89.9K 0.11% 188
2020
Q2 		$387K Sell
2,738
-843
-24% -$116K 0.18% 125
2020
Q1 		$458K Buy
3,581
+1,190
+50% +$165K 0.28% 79
2019
Q4 		$329K Buy
2,391
+191
+9% +$25.8K 0.16% 129
2019
Q3 		$312K Buy
2,200
+555
+34% +$76.3K 0.17% 131
2019
Q2 		$219K Sell
1,645
-18
-1% -$2.32K 0.13% 141
2019
Q1 		$206K Buy
+1,663
New +$193K 0.12% 140

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthShield Partners's KMB Position: Q3 2021 in Review

WealthShield Partners sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 1,555 shares — an estimated $208K sold.

WealthShield Partners first reported a position in KMB in Q1 2019 and held it in 10 quarters. The position peaked at $458K in Q1 2020. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • WealthShield Partners reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,555 Kimberly-Clark shares in Q3 2021, an estimated $208K.
  • WealthShield Partners first reported a position in Kimberly-Clark in Q1 2019 and held it in 10 quarters.
  • WealthShield Partners's Kimberly-Clark position peaked at $458K in Q1 2020.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.