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Blackston Financial Advisory Group’s Kimberly-Clark KMB Stock Holding History

Blackston Financial Advisory 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
2024
Q1 		– Sell
-1,768
Closed -$215K – 81
2023
Q4 		$215K Sell
1,768
-89
-5% -$10.8K 0.14% 90
2023
Q3 		$224K Buy
1,857
+79
+4% +$10.2K 0.16% 83
2023
Q2 		$245K Sell
1,778
-179
-9% -$24.9K 0.18% 78
2023
Q1 		$263K Buy
1,957
+178
+10% +$23.1K 0.2% 78
2022
Q4 		$242K Buy
1,779
+125
+8% +$15.9K 0.18% 79
2022
Q3 		$206K Sell
1,654
-100
-6% -$13K 0.15% 83
2022
Q2 		$238K Buy
+1,754
New +$231K 0.16% 79

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Blackston Financial Advisory Group's KMB Position: Q1 2024 in Review

Blackston Financial Advisory Group sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 1,768 shares — an estimated $215K sold.

Blackston Financial Advisory Group first reported a position in KMB in Q2 2022 and held it in 7 quarters. The position peaked at $263K in Q1 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Blackston Financial Advisory Group reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,768 Kimberly-Clark shares in Q1 2024, an estimated $215K.
  • Blackston Financial Advisory Group first reported a position in Kimberly-Clark in Q2 2022 and held it in 7 quarters.
  • Blackston Financial Advisory Group's Kimberly-Clark position peaked at $263K in Q1 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2024, filed 15 May 2024.