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DFPG Investments’s Kimberly-Clark KMB Stock Holding History

DFPG Investments’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 		$271K Sell
2,225
-1,688
-43% -$204K 0.02% 537
2023
Q3 		$470K Sell
3,913
-19
-0.5% -$2.45K 0.04% 364
2023
Q2 		$532K Sell
3,932
-3,722
-49% -$518K 0.05% 357
2023
Q1 		$1.03M Buy
7,654
+3,069
+67% +$399K 0.11% 195
2022
Q4 		$625K Buy
+4,585
New +$583K 0.1% 219

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

DFPG Investments's KMB Position: Q4 2023 in Review

DFPG Investments reduced its Kimberly-Clark (KMB) stake by 43% in Q4 2023, selling an estimated $204K and leaving 2,225 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #537.

DFPG Investments first reported a position in KMB in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • DFPG Investments held 2,225 shares of Kimberly-Clark worth $271K as of Q4 2023.
  • DFPG Investments sold 1,688 Kimberly-Clark shares in Q4 2023, an estimated $204K.
  • Kimberly-Clark made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #537 holding.
  • DFPG Investments first reported a position in Kimberly-Clark in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Kimberly-Clark position peaked at $1.03M in Q1 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.