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Wealthspire Advisors (Maryland)’s Kimberly-Clark KMB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.54M Sell
10,411
-1,267
-11% -$190K 0.05% 153
2020
Q2 		$1.65M Sell
11,678
-119
-1% -$16.4K 0.12% 111
2020
Q1 		$1.51M Sell
11,797
-132
-1% -$18.3K 0.13% 105
2019
Q4 		$1.64M Buy
11,929
+93
+0.8% +$12.6K 0.11% 114
2019
Q3 		$1.68M Sell
11,836
-53
-0.4% -$7.28K 0.12% 99
2019
Q2 		$1.58M Sell
11,889
-876
-7% -$113K 0.12% 99
2019
Q1 		$1.58M Sell
12,765
-557
-4% -$64.7K 0.12% 103
2018
Q4 		$1.52M Buy
13,322
+354
+3% +$39.3K 0.14% 93
2018
Q3 		$1.47M Sell
12,968
-24
-0.2% -$2.69K 0.12% 99
2018
Q2 		$1.37M Sell
12,992
-21
-0.2% -$2.18K 0.12% 101
2018
Q1 		$1.43M Buy
13,013
+337
+3% +$38.4K 0.14% 102
2017
Q4 		$1.53M Sell
12,676
-1,476
-10% -$172K 0.15% 100
2017
Q3 		$1.67M Buy
14,152
+3,869
+38% +$472K 0.18% 87
2017
Q2 		$1.33M Buy
10,283
+777
+8% +$101K 0.16% 99
2017
Q1 		$1.25M Sell
9,506
-91
-0.9% -$11.5K 0.18% 87
2016
Q4 		$1.09M Sell
9,597
-1,401
-13% -$163K 0.16% 94
2016
Q3 		$1.39M Sell
10,998
-97
-0.9% -$12.5K 0.22% 74
2016
Q2 		$1.52M Buy
11,095
+334
+3% +$43.7K 0.25% 66
2016
Q1 		$1.45M Sell
10,761
-689
-6% -$89.6K 0.26% 65
2015
Q4 		$1.46M Buy
+11,450
New +$1.37M 0.27% 63

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KMB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Kimberly-Clark (KMB) stake by 11% in Q3 2020, selling an estimated $190K and leaving 10,411 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #153.

Wealthspire Advisors (Maryland) first reported a position in KMB in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.68M in Q3 2019. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,411 shares of Kimberly-Clark worth $1.54M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,267 Kimberly-Clark shares in Q3 2020, an estimated $190K.
  • Kimberly-Clark made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #153 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Kimberly-Clark in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Kimberly-Clark position peaked at $1.68M in Q3 2019.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.