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Bright Futures Wealth Management’s Kimberly-Clark KMB Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-1,815
Closed -$244K – 179
2024
Q3 		$244K Buy
1,815
+10
+0.6% +$1.42K 0.12% 191
2024
Q2 		$253K Hold
1,805
– – 0.14% 170
2024
Q1 		$252K Buy
+1,805
New +$222K 0.14% 171

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's KMB Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 1,815 shares — an estimated $244K sold.

Bright Futures Wealth Management first reported a position in KMB in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 1,815 Kimberly-Clark shares in Q4 2024, an estimated $244K.
  • Bright Futures Wealth Management first reported a position in Kimberly-Clark in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Kimberly-Clark position peaked at $253K in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.