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Baker Tilly Wealth Management’s Kimberly-Clark KMB Stock Holding History

Baker Tilly 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
Q2 		– Sell
-2,208
Closed -$286K – 353
2024
Q1 		$286K Sell
2,208
-453
-17% -$55.6K 0.05% 354
2023
Q4 		$323K Sell
2,661
-37
-1% -$4.47K 0.05% 373
2023
Q3 		$326K Sell
2,698
-16
-0.6% -$2.07K 0.05% 350
2023
Q2 		$375K Buy
2,714
+508
+23% +$70.7K 0.04% 411
2023
Q1 		$296K Buy
2,206
+11
+0.5% +$1.43K 0.03% 453
2022
Q4 		$298K Sell
2,195
-509
-19% -$64.7K 0.04% 437
2022
Q3 		$304K Sell
2,704
-72
-3% -$9.36K 0.04% 407
2022
Q2 		$375K Sell
2,776
-704
-20% -$92.7K 0.05% 374
2022
Q1 		$429K Sell
3,480
-403
-10% -$53.2K 0.05% 377
2021
Q4 		$555K Buy
3,883
+1,194
+44% +$161K 0.06% 331
2021
Q3 		$356K Buy
2,689
+263
+11% +$35.8K 0.05% 388
2021
Q2 		$325K Sell
2,426
-454
-16% -$60.6K 0.05% 378
2021
Q1 		$400K Buy
2,880
+827
+40% +$110K 0.08% 288
2020
Q4 		$277K Buy
+2,053
New +$287K 0.09% 253

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

Baker Tilly Wealth Management's KMB Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 2,208 shares — an estimated $286K sold.

Baker Tilly Wealth Management first reported a position in KMB in Q4 2020 and held it in 14 quarters. The position peaked at $555K in Q4 2021. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,208 Kimberly-Clark shares in Q2 2024, an estimated $286K.
  • Baker Tilly Wealth Management first reported a position in Kimberly-Clark in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Kimberly-Clark position peaked at $555K in Q4 2021.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.