Able Wealth Management’s Kimberly-Clark KMB Stock Holding History

Able 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
2024 Q1	–	Sell	-900	Closed	-$109K	–	348
2023 Q4	$109K	Buy	+900	New	+$109K	0.1%	97

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Able Wealth Management's KMB Position: Q1 2024 in Review

Able Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 900 shares — an estimated $109K sold.

Able Wealth Management first reported a position in KMB in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

Able Wealth Management reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 900 Kimberly-Clark shares in Q1 2024, an estimated $109K.
Able Wealth Management first reported a position in Kimberly-Clark in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Kimberly-Clark position peaked at $109K in Q4 2023.
1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.