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Adirondack Retirement Specialists’s Kimberly-Clark KMB Stock Holding History

Adirondack Retirement Specialists’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
Q1 		– Sell
-1,005
Closed -$136K – 167
2022
Q4 		$136K Buy
+1,005
New +$128K 0.15% 21

Other funds holding KMB

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adirondack Retirement Specialists's KMB Position: Q1 2023 in Review

Adirondack Retirement Specialists sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 1,005 shares — an estimated $136K sold.

Adirondack Retirement Specialists first reported a position in KMB in Q4 2022 and held it in 1 quarter. The position peaked at $136K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Adirondack Retirement Specialists reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 1,005 Kimberly-Clark shares in Q1 2023, an estimated $136K.
  • Adirondack Retirement Specialists first reported a position in Kimberly-Clark in Q4 2022 and held it in 1 quarter.
  • Adirondack Retirement Specialists's Kimberly-Clark position peaked at $136K in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q1 2023, filed 7 Apr 2023.