Briaud Financial Planning’s Kimberly-Clark KMB Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-6	Closed	–	–	91
2023 Q3	$0	Buy	+6	New	+$775	﹤0.01%	166

Other funds holding KMB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's KMB Position: Q4 2023 in Review

Briaud Financial Planning sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 6 shares.

Briaud Financial Planning first reported a position in KMB in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

Briaud Financial Planning reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 6 Kimberly-Clark shares in Q4 2023.
Briaud Financial Planning first reported a position in Kimberly-Clark in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Kimberly-Clark position peaked at $0 in Q3 2023.
1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.