BFA
KMB icon

BBJS Financial Advisors’s Kimberly-Clark KMB Stock Holding History

BBJS Financial Advisors’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
Q3 		$182K Hold
1,276
– – 0.06% 51
2024
Q2 		$176K Hold
1,276
– – 0.07% 49
2024
Q1 		$165K Sell
1,276
-700
-35% -$85.9K 0.06% 51
2023
Q4 		$240K Buy
+1,976
New +$239K 0.08% 46

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BBJS Financial Advisors's KMB Position: Q3 2024 in Review

BBJS Financial Advisors held its Kimberly-Clark (KMB) position steady in Q3 2024 at 1,276 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #51.

BBJS Financial Advisors first reported a position in KMB in Q4 2023 and has held it in 4 quarters since. The position peaked at $240K in Q4 2023. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • BBJS Financial Advisors held 1,276 shares of Kimberly-Clark worth $182K as of Q3 2024.
  • BBJS Financial Advisors left its Kimberly-Clark share count unchanged in Q3 2024.
  • Kimberly-Clark made up 0.06% of BBJS Financial Advisors's portfolio in Q3 2024, its #51 holding.
  • BBJS Financial Advisors first reported a position in Kimberly-Clark in Q4 2023 and has held it in 4 quarters since.
  • BBJS Financial Advisors's Kimberly-Clark position peaked at $240K in Q4 2023.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.