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Capital Performance Advisors’s Kimberly-Clark KMB Stock Holding History

Capital Performance Advisors’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
-152
Closed -$21.6K – 1475
2024
Q3 		$21.6K Buy
+152
New +$21.6K 0.01% 588

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

Capital Performance Advisors's KMB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 152 shares — an estimated $21.6K sold.

Capital Performance Advisors first reported a position in KMB in Q3 2024 and held it in 1 quarter. The position peaked at $21.6K in Q3 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 152 Kimberly-Clark shares in Q4 2024, an estimated $21.6K.
  • Capital Performance Advisors first reported a position in Kimberly-Clark in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kimberly-Clark position peaked at $21.6K in Q3 2024.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.