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

Baystate 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
Q4 		$120K Buy
989
+9
+0.9% +$1.09K 0.01% 256
2023
Q3 		$118K Buy
980
+9
+0.9% +$1.16K 0.01% 239
2023
Q2 		$134K Buy
971
+8
+0.8% +$1.11K 0.01% 220
2023
Q1 		$129K Buy
963
+9
+0.9% +$1.17K 0.01% 220
2022
Q4 		$130K Buy
954
+10
+1% +$1.27K 0.01% 225
2022
Q3 		$106K Buy
944
+8
+0.9% +$1.04K 0.01% 225
2022
Q2 		$127K Sell
936
-50
-5% -$6.59K 0.01% 213
2022
Q1 		$121K Sell
986
-207
-17% -$27.3K 0.01% 223
2021
Q4 		$171K Buy
1,193
+10
+0.8% +$1.35K 0.02% 192
2021
Q3 		$157K Buy
1,183
+10
+0.9% +$1.36K 0.02% 171
2021
Q2 		$157K Buy
1,173
+9
+0.8% +$1.2K 0.02% 165
2021
Q1 		$162K Buy
1,164
+109
+10% +$14.5K 0.02% 151
2020
Q4 		$142K Buy
1,055
+7
+0.7% +$980 0.02% 144
2020
Q3 		$155K Buy
1,048
+606
+137% +$91K 0.02% 133
2020
Q2 		$63K Buy
442
+431
+3,918% +$59.5K 0.01% 203
2020
Q1 		$1K Hold
11
– – ﹤0.01% 556
2019
Q4 		$1K Buy
11
+1
+10% +$135 ﹤0.01% 576
2019
Q3 		$1K Hold
10
– – ﹤0.01% 535
2019
Q2 		$1K Sell
10
-11
-52% -$1.42K ﹤0.01% 574
2019
Q1 		$3K Buy
21
+11
+110% +$1.28K ﹤0.01% 472
2018
Q4 		$1K Hold
10
– – ﹤0.01% 592
2018
Q3 		$1K Hold
10
– – ﹤0.01% 601
2018
Q2 		$1K Hold
10
– – ﹤0.01% 618
2018
Q1 		$1K Hold
10
– – ﹤0.01% 582
2017
Q4 		$1K Sell
10
-139
-93% -$16.2K ﹤0.01% 579
2017
Q3 		$17K Sell
149
-100
-40% -$12.2K ﹤0.01% 299
2017
Q2 		$31K Buy
249
+101
+68% +$13.1K 0.01% 221
2017
Q1 		$20K Buy
148
+11
+8% +$1.39K ﹤0.01% 273
2016
Q4 		$16K Buy
+137
New +$15.9K ﹤0.01% 248
2013
Q3 		– Sell
-78
Closed -$7K – 138
2013
Q2 		$7K Buy
+78
New +$7.53K ﹤0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's KMB Position: Q4 2023 in Review

Baystate Wealth Management increased its Kimberly-Clark (KMB) stake by 0.92% in Q4 2023, buying an estimated $1.09K and bringing the position to 989 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #256.

Baystate Wealth Management first reported a position in KMB in Q2 2013 and has held it in 30 quarters since. The position peaked at $171K in Q4 2021. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Baystate Wealth Management held 989 shares of Kimberly-Clark worth $120K as of Q4 2023.
  • Baystate Wealth Management bought 9 Kimberly-Clark shares in Q4 2023, an estimated $1.09K.
  • Kimberly-Clark made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #256 holding.
  • Baystate Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Kimberly-Clark position peaked at $171K in Q4 2021.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.