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Annapolis Financial Services’s Kimberly-Clark KMB Stock Holding History

Annapolis Financial Services’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
-87
Closed -$10.6K – 419
2023
Q4 		$10.6K Sell
87
-21
-19% -$2.54K ﹤0.01% 347
2023
Q3 		$13.1K Sell
108
-92
-46% -$11.9K ﹤0.01% 313
2023
Q2 		$27.6K Buy
+200
New +$27.8K 0.01% 236
2022
Q4 		– Sell
-107
Closed -$12K – 490
2022
Q3 		$12K Buy
+107
New +$13.9K ﹤0.01% 309

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's KMB Position: Q1 2024 in Review

Annapolis Financial Services sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 87 shares — an estimated $10.6K sold.

Annapolis Financial Services first reported a position in KMB in Q3 2022 and held it in 4 quarters. The position peaked at $27.6K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Annapolis Financial Services reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 87 Kimberly-Clark shares in Q1 2024, an estimated $10.6K.
  • Annapolis Financial Services first reported a position in Kimberly-Clark in Q3 2022 and held it in 4 quarters.
  • Annapolis Financial Services's Kimberly-Clark position peaked at $27.6K in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.