BIP Wealth’s Kimberly-Clark KMB Stock Holding History

BIP Wealth’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 Q3	–	Sell	-1,550	Closed	-$214K	–	192
2023 Q2	$214K	Sell	1,550 -160	-9%	-$22.3K	0.02%	175
2023 Q1	$230K	Buy	+1,710	New	+$222K	0.03%	165

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIP Wealth's KMB Position: Q3 2023 in Review

BIP Wealth sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,550 shares — an estimated $214K sold.

BIP Wealth first reported a position in KMB in Q1 2023 and held it in 2 quarters. The position peaked at $230K in Q1 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

BIP Wealth reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
BIP Wealth sold 1,550 Kimberly-Clark shares in Q3 2023, an estimated $214K.
BIP Wealth first reported a position in Kimberly-Clark in Q1 2023 and held it in 2 quarters.
BIP Wealth's Kimberly-Clark position peaked at $230K in Q1 2023.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on BIP Wealth's 13F filing for Q3 2023, filed 9 Nov 2023.