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Westshore Wealth’s Kimberly-Clark KMB Stock Holding History

Westshore Wealth’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
Q4 		– Sell
-6,100
Closed -$686K – 110
2022
Q3 		$686K Sell
6,100
-500
-8% -$65K 0.47% 21
2022
Q2 		$892K Buy
6,600
+100
+2% +$13.2K 0.58% 18
2022
Q1 		$801K Sell
6,500
-492
-7% -$64.9K 0.54% 25
2021
Q4 		$999K Sell
6,992
-108
-2% -$14.5K 0.68% 20
2021
Q3 		$940K Sell
7,100
-1,648
-19% -$224K 0.76% 21
2021
Q2 		$1.17M Buy
8,748
+3,000
+52% +$400K 0.6% 31
2021
Q1 		$799K Buy
+5,748
New +$763K 0.46% 38

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Westshore Wealth's KMB Position: Q4 2022 in Review

Westshore Wealth sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 6,100 shares — an estimated $686K sold.

Westshore Wealth first reported a position in KMB in Q1 2021 and held it in 7 quarters. The position peaked at $1.17M in Q2 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Westshore Wealth reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Westshore Wealth sold 6,100 Kimberly-Clark shares in Q4 2022, an estimated $686K.
  • Westshore Wealth first reported a position in Kimberly-Clark in Q1 2021 and held it in 7 quarters.
  • Westshore Wealth's Kimberly-Clark position peaked at $1.17M in Q2 2021.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Westshore Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.