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Beacon Financial Group’s Kimberly-Clark KMB Stock Holding History

Beacon Financial Group’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
2022
Q4 		– Sell
-2,769
Closed -$318K – 236
2022
Q3 		$318K Hold
2,769
– – 0.05% 208
2022
Q2 		$371K Sell
2,769
-100
-3% -$13.2K 0.06% 196
2022
Q1 		$354K Hold
2,869
– – 0.05% 217
2021
Q4 		$409K Hold
2,869
– – 0.05% 209
2021
Q3 		$390K Sell
2,869
-300
-9% -$40.8K 0.05% 207
2021
Q2 		$436K Buy
3,169
+600
+23% +$80K 0.06% 190
2021
Q1 		$338K Hold
2,569
– – 0.05% 190
2020
Q4 		$338K Sell
2,569
-37,184
-94% -$5.21M 0.05% 195
2020
Q3 		$490K Buy
39,753
+36,084
+983% +$5.42M 0.09% 151
2020
Q2 		$512K Buy
+3,669
New +$506K 0.1% 147
2019
Q3 		– Sell
-3,269
Closed -$436K – 188
2019
Q2 		$436K Buy
3,269
+98
+3% +$12.6K 0.07% 151
2019
Q1 		$393 Sell
3,171
-200
-6% -$23.2K 0.06% 143
2018
Q4 		$382K Hold
3,371
– – 0.07% 142
2018
Q3 		$383K Buy
3,371
+542
+19% +$60.8K 0.06% 151
2018
Q2 		$298K Sell
2,829
-300
-10% -$31.2K 0.05% 170
2018
Q1 		$345K Buy
+3,129
New +$356K 0.06% 162

Other funds holding KMB

Vanguard Group
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Financial Group's KMB Position: Q4 2022 in Review

Beacon Financial Group sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 2,769 shares — an estimated $318K sold.

Beacon Financial Group first reported a position in KMB in Q1 2018 and held it in 16 quarters. The position peaked at $512K in Q2 2020. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Beacon Financial Group reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Beacon Financial Group sold 2,769 Kimberly-Clark shares in Q4 2022, an estimated $318K.
  • Beacon Financial Group first reported a position in Kimberly-Clark in Q1 2018 and held it in 16 quarters.
  • Beacon Financial Group's Kimberly-Clark position peaked at $512K in Q2 2020.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Beacon Financial Group's 13F filing for Q4 2022, filed 19 Jan 2023.