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BSW Wealth Partners’s Kimberly-Clark KMB Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-1,489
Closed -$206K – 323
2024
Q2 		$206K Sell
1,489
-178
-11% -$23.8K 0.03% 277
2024
Q1 		$216K Buy
+1,667
New +$205K 0.04% 269
2023
Q4 		– Sell
-1,778
Closed -$215K – 278
2023
Q3 		$215K Buy
1,778
+189
+12% +$24.4K 0.05% 221
2023
Q2 		$219K Buy
1,589
+6
+0.4% +$835 0.05% 239
2023
Q1 		$213K Sell
1,583
-860
-35% -$112K 0.04% 285
2022
Q4 		$332K Buy
2,443
+80
+3% +$10.2K 0.07% 197
2022
Q3 		$266K Sell
2,363
-94
-4% -$12.2K 0.07% 207
2022
Q2 		$332K Buy
2,457
+177
+8% +$23.3K 0.08% 173
2022
Q1 		$281K Buy
2,280
+694
+44% +$91.6K 0.07% 214
2021
Q4 		$227K Buy
+1,586
New +$213K 0.06% 230

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BSW Wealth Partners's KMB Position: Q3 2024 in Review

BSW Wealth Partners sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,489 shares — an estimated $206K sold.

BSW Wealth Partners first reported a position in KMB in Q4 2021 and held it in 10 quarters. The position peaked at $332K in Q4 2022. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • BSW Wealth Partners reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 1,489 Kimberly-Clark shares in Q3 2024, an estimated $206K.
  • BSW Wealth Partners first reported a position in Kimberly-Clark in Q4 2021 and held it in 10 quarters.
  • BSW Wealth Partners's Kimberly-Clark position peaked at $332K in Q4 2022.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.