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YorkBridge Wealth Partners’s Kimberly-Clark KMB Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$450K Sell
3,313
-52
-2% -$6.61K 0.11% 138
2022
Q3 		$379K Buy
3,365
+52
+2% +$6.76K 0.1% 146
2022
Q2 		$448K Hold
3,313
– – 0.12% 135
2022
Q1 		$408K Hold
3,313
– – 0.09% 172
2021
Q4 		$473K Sell
3,313
-575
-15% -$77.4K 0.11% 145
2021
Q3 		$515K Buy
3,888
+464
+14% +$63.1K 0.13% 123
2021
Q2 		$458K Hold
3,424
– – 0.12% 136
2021
Q1 		$476K Buy
3,424
+36
+1% +$4.78K 0.14% 121
2020
Q4 		$457K Sell
3,388
-325
-9% -$45.5K 0.15% 110
2020
Q3 		$548K Hold
3,713
– – 0.23% 88
2020
Q2 		$525K Sell
3,713
-25
-0.7% -$3.45K 0.24% 86
2020
Q1 		$478K Sell
3,738
-25
-0.7% -$3.46K 0.29% 82
2019
Q4 		$518K Sell
3,763
-786
-17% -$106K 0.24% 100
2019
Q3 		$646K Sell
4,549
-475
-9% -$65.3K 0.33% 82
2019
Q2 		$670K Sell
5,024
-300
-6% -$38.7K 0.3% 79
2019
Q1 		$660K Sell
5,324
-104
-2% -$12.1K 0.3% 76
2018
Q4 		$618K Sell
5,428
-235
-4% -$26.1K 0.33% 76
2018
Q3 		$643K Sell
5,663
-952
-14% -$107K 0.29% 80
2018
Q2 		$697K Buy
6,615
+93
+1% +$9.66K 0.31% 79
2018
Q1 		$692K Buy
6,522
+188
+3% +$21.4K 0.32% 81
2017
Q4 		$709K Buy
6,334
+71
+1% +$8.28K 0.34% 75
2017
Q3 		$737K Sell
6,263
-12
-0.2% -$1.47K 0.38% 68
2017
Q2 		$806K Sell
6,275
-451
-7% -$58.7K 0.43% 62
2017
Q1 		$852K Sell
6,726
-83
-1% -$10.5K 0.45% 60
2016
Q4 		$789K Buy
+6,809
New +$790K 0.47% 60

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

YorkBridge Wealth Partners's KMB Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Kimberly-Clark (KMB) stake by 1.5% in Q4 2022, selling an estimated $6.61K and leaving 3,313 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #138.

YorkBridge Wealth Partners first reported a position in KMB in Q4 2016 and has held it in 25 quarters since. The position peaked at $852K in Q1 2017. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • YorkBridge Wealth Partners held 3,313 shares of Kimberly-Clark worth $450K as of Q4 2022.
  • YorkBridge Wealth Partners sold 52 Kimberly-Clark shares in Q4 2022, an estimated $6.61K.
  • Kimberly-Clark made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #138 holding.
  • YorkBridge Wealth Partners first reported a position in Kimberly-Clark in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Kimberly-Clark position peaked at $852K in Q1 2017.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.