Wealthstreet Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Wealthstreet Investment Advisors’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	-16,647	Closed	-$2.31M	–	220
2021 Q1	$2.31M	Sell	16,647 -200	-1%	-$26.5K	0.23%	106
2020 Q4	$2.27M	Sell	16,847 -66	-0.4%	-$9.24K	0.23%	102
2020 Q3	$2.5M	Sell	16,913 -34	-0.2%	-$5.11K	0.28%	85
2020 Q2	$2.4M	Hold	16,947	–	–	0.29%	82
2020 Q1	$2.17M	Hold	16,947	–	–	0.32%	76
2019 Q4	$2.33M	Sell	16,947 -25	-0.1%	-$3.38K	0.27%	88
2019 Q3	$2.26M	Sell	16,972 -53	-0.3%	-$7.28K	0.29%	83
2019 Q2	$2.27M	Hold	17,025	–	–	0.29%	82
2019 Q1	$2.11M	Sell	17,025 -497	-3%	-$57.8K	0.28%	88
2018 Q4	$1.89M	Hold	17,522	–	–	0.27%	92
2018 Q3	$1.99M	Sell	17,522 -603	-3%	-$67.6K	0.25%	93
2018 Q2	$1.91M	Sell	18,125 -1,243	-6%	-$129K	0.25%	96
2018 Q1	$2.13M	Sell	19,368 -700	-3%	-$79.7K	0.27%	92
2017 Q4	$2.42M	Buy	+20,068	New	+$2.34M	0.29%	90

Other funds holding KMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's KMB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 16,647 shares — an estimated $2.31M sold.

Wealthstreet Investment Advisors first reported a position in KMB in Q4 2017 and held it in 14 quarters. The position peaked at $2.5M in Q3 2020. 1,574 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 16,647 Kimberly-Clark shares in Q2 2021, an estimated $2.31M.
Wealthstreet Investment Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Kimberly-Clark position peaked at $2.5M in Q3 2020.
1,574 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.