WAM
KMB icon

Worth Asset Management’s Kimberly-Clark KMB Stock Holding History

Worth Asset 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
2022
Q4 		– Sell
-55
Closed -$6K – 497
2022
Q3 		$6K Sell
55
-47
-46% -$6.11K ﹤0.01% 330
2022
Q2 		$14K Sell
102
-35
-26% -$4.61K 0.01% 328
2022
Q1 		$19K Buy
+137
New +$18.1K 0.01% 306

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

Worth Asset Management's KMB Position: Q4 2022 in Review

Worth Asset Management sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 55 shares — an estimated $6K sold.

Worth Asset Management first reported a position in KMB in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Worth Asset Management reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Worth Asset Management sold 55 Kimberly-Clark shares in Q4 2022, an estimated $6K.
  • Worth Asset Management first reported a position in Kimberly-Clark in Q1 2022 and held it in 3 quarters.
  • Worth Asset Management's Kimberly-Clark position peaked at $19K in Q1 2022.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.