CW
KMB icon

Connectus Wealth’s Kimberly-Clark KMB Stock Holding History

Connectus 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
2024
Q1 		$519K Sell
4,009
-155,740
-97% -$19.1M 0.01% 286
2023
Q4 		$19.5M Sell
159,749
-12,102
-7% -$1.46M 0.4% 65
2023
Q3 		$20.8M Buy
171,851
+167,303
+3,679% +$21.6M 0.46% 53
2023
Q2 		$628K Sell
4,548
-125
-3% -$17.4K 0.01% 328
2023
Q1 		$627K Sell
4,673
-50
-1% -$6.49K 0.02% 321
2022
Q4 		$641K Hold
4,723
– – 0.02% 323
2022
Q3 		$532K Sell
4,723
-125
-3% -$16.3K 0.01% 397
2022
Q2 		$655K Buy
+4,848
New +$639K 0.02% 314

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Connectus Wealth's KMB Position: Q1 2024 in Review

Connectus Wealth reduced its Kimberly-Clark (KMB) stake by 97% in Q1 2024, selling an estimated $19.1M and leaving 4,009 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #286.

Connectus Wealth first reported a position in KMB in Q2 2022 and has held it in 8 quarters since. The position peaked at $20.8M in Q3 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Connectus Wealth held 4,009 shares of Kimberly-Clark worth $519K as of Q1 2024.
  • Connectus Wealth sold 155,740 Kimberly-Clark shares in Q1 2024, an estimated $19.1M.
  • Kimberly-Clark made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #286 holding.
  • Connectus Wealth first reported a position in Kimberly-Clark in Q2 2022 and has held it in 8 quarters since.
  • Connectus Wealth's Kimberly-Clark position peaked at $20.8M in Q3 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.