9WM
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9258 Wealth Management’s Kimberly-Clark KMB Stock Holding History

9258 Wealth 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
2023
Q2 		– Sell
-1,534
Closed -$206K – 325
2023
Q1 		$206K Buy
+1,534
New +$199K 0.04% 302

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's KMB Position: Q2 2023 in Review

9258 Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 1,534 shares — an estimated $206K sold.

9258 Wealth Management first reported a position in KMB in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 1,676 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • 9258 Wealth Management reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 1,534 Kimberly-Clark shares in Q2 2023, an estimated $206K.
  • 9258 Wealth Management first reported a position in Kimberly-Clark in Q1 2023 and held it in 1 quarter.
  • 9258 Wealth Management's Kimberly-Clark position peaked at $206K in Q1 2023.
  • 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on 9258 Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.