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Financial Advisory Partners’s Kimberly-Clark KMB Stock Holding History

Financial Advisory Partners’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 		– Sell
-26,799
Closed -$3.26M – 71
2023
Q4 		$3.26M Buy
26,799
+1,914
+8% +$231K 1.18% 44
2023
Q3 		$3.01M Buy
24,885
+568
+2% +$73.4K 1.21% 40
2023
Q2 		$3.36M Buy
24,317
+764
+3% +$106K 1.29% 41
2023
Q1 		$3.16M Sell
23,553
-165
-0.7% -$21.4K 1.25% 41
2022
Q4 		$3.22M Sell
23,718
-7,530
-24% -$957K 1.33% 40
2022
Q3 		$3.52M Buy
31,248
+125
+0.4% +$16.3K 1.53% 27
2022
Q2 		$4.21M Buy
31,123
+5,859
+23% +$772K 1.74% 17
2022
Q1 		$3.11M Buy
25,264
+1,009
+4% +$133K 1.15% 46
2021
Q4 		$3.47M Buy
+24,255
New +$3.26M 1.27% 38

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Advisory Partners's KMB Position: Q1 2024 in Review

Financial Advisory Partners sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 26,799 shares — an estimated $3.26M sold.

Financial Advisory Partners first reported a position in KMB in Q4 2021 and held it in 9 quarters. The position peaked at $4.21M in Q2 2022. 1,687 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Financial Advisory Partners reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Financial Advisory Partners sold 26,799 Kimberly-Clark shares in Q1 2024, an estimated $3.26M.
  • Financial Advisory Partners first reported a position in Kimberly-Clark in Q4 2021 and held it in 9 quarters.
  • Financial Advisory Partners's Kimberly-Clark position peaked at $4.21M in Q2 2022.
  • 1,687 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Financial Advisory Partners's 13F filing for Q1 2024, filed 17 Apr 2024.