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Bradley & Co Private Wealth Management’s Kimberly-Clark KMB Stock Holding History

Bradley & Co Private 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
2022
Q4 		– Sell
-16
Closed -$2K – 179
2022
Q3 		$2K Hold
16
– – ﹤0.01% 168
2022
Q2 		$2K Buy
+16
New +$2.11K ﹤0.01% 172

Other funds holding KMB

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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

Bradley & Co Private Wealth Management's KMB Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 16 shares — an estimated $2K sold.

Bradley & Co Private Wealth Management first reported a position in KMB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Bradley & Co Private Wealth Management reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 16 Kimberly-Clark shares in Q4 2022, an estimated $2K.
  • Bradley & Co Private Wealth Management first reported a position in Kimberly-Clark in Q2 2022 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's Kimberly-Clark position peaked at $2K in Q3 2022.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.