CIC Wealth’s Kimberly-Clark KMB Stock Holding History

CIC Wealth’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 Q1	–	Sell	-3,867	Closed	-$525K	–	164
2022 Q4	$525K	Buy	+3,867	New	+$491K	0.22%	88

Other funds holding KMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC Wealth's KMB Position: Q1 2023 in Review

CIC Wealth sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 3,867 shares — an estimated $525K sold.

CIC Wealth first reported a position in KMB in Q4 2022 and held it in 1 quarter. The position peaked at $525K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

CIC Wealth reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
CIC Wealth sold 3,867 Kimberly-Clark shares in Q1 2023, an estimated $525K.
CIC Wealth first reported a position in Kimberly-Clark in Q4 2022 and held it in 1 quarter.
CIC Wealth's Kimberly-Clark position peaked at $525K in Q4 2022.
1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on CIC Wealth's 13F filing for Q1 2023, filed 4 May 2023.