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C2C Wealth Management’s Kimberly-Clark KMB Stock Holding History

C2C 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
2023
Q4 		– Sell
-3,195
Closed -$380K – 168
2023
Q3 		$380K Hold
3,195
– – 0.05% 180
2023
Q2 		$430K Hold
3,195
– – 0.06% 170
2023
Q1 		$437K Hold
3,195
– – 0.07% 160
2022
Q4 		$424K Hold
3,195
– – 0.07% 114
2022
Q3 		$371K Hold
3,195
– – 0.07% 120
2022
Q2 		$423K Hold
3,195
– – 0.08% 117
2022
Q1 		$409K Hold
3,195
– – 0.07% 132
2021
Q4 		$457K Buy
+3,195
New +$430K 0.07% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

C2C Wealth Management's KMB Position: Q4 2023 in Review

C2C Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 3,195 shares — an estimated $380K sold.

C2C Wealth Management first reported a position in KMB in Q4 2021 and held it in 8 quarters. The position peaked at $457K in Q4 2021. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • C2C Wealth Management reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 3,195 Kimberly-Clark shares in Q4 2023, an estimated $380K.
  • C2C Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Kimberly-Clark position peaked at $457K in Q4 2021.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.