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Financial Synergies Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-14
Closed -$1.81K – 270
2024
Q1 		$1.81K Buy
+14
New +$1.72K ﹤0.01% 336
2022
Q3 		– Sell
-6
Closed -$811 – 497
2022
Q2 		$811 Buy
+6
New +$790 ﹤0.01% 332

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Synergies Wealth Advisors's KMB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 14 shares — an estimated $1.81K sold.

Financial Synergies Wealth Advisors first reported a position in KMB in Q2 2022 and held it in 2 quarters. The position peaked at $1.81K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 14 Kimberly-Clark shares in Q2 2024, an estimated $1.81K.
  • Financial Synergies Wealth Advisors first reported a position in Kimberly-Clark in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Kimberly-Clark position peaked at $1.81K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.