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FinTrust Capital Advisors’s Kimberly-Clark KMB Stock Holding History

FinTrust Capital 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
Q3 		$304K Buy
2,134
+245
+13% +$34.7K 0.05% 246
2024
Q2 		$261K Buy
1,889
+555
+42% +$74.1K 0.05% 248
2024
Q1 		$173K Sell
1,334
-325
-20% -$39.9K 0.03% 303
2023
Q4 		$202K Sell
1,659
-579
-26% -$70K 0.04% 272
2023
Q3 		$270K Buy
2,238
+1,137
+103% +$147K 0.06% 224
2023
Q2 		$149K Hold
1,101
– – 0.04% 296
2023
Q1 		$149K Hold
1,101
– – 0.04% 294
2022
Q4 		$149K Hold
1,101
– – 0.04% 294
2022
Q3 		$127K Hold
1,101
– – 0.03% 330
2022
Q2 		$146K Buy
1,101
+1
+0.1% +$132 0.04% 314
2022
Q1 		$136K Buy
1,100
+54
+5% +$7.13K 0.03% 358
2021
Q4 		$149K Buy
1,046
+1
+0.1% +$135 0.04% 340
2021
Q3 		$138K Sell
1,045
-532
-34% -$72.4K 0.04% 338
2021
Q2 		$211K Hold
1,577
– – 0.06% 271
2021
Q1 		$219K Buy
1,577
+1
+0.1% +$133 0.06% 248
2020
Q4 		$213K Buy
1,576
+36
+2% +$5.04K 0.07% 236
2020
Q3 		$227 Buy
1,540
+1
+0.1% +$150 0.04% 209
2020
Q2 		$218K Buy
1,539
+73
+5% +$10.1K 0.09% 191
2020
Q1 		$187K Sell
1,466
-520
-26% -$71.9K 0.09% 185
2019
Q4 		$273K Buy
1,986
+1
+0.1% +$135 0.11% 162
2019
Q3 		$282K Buy
1,985
+2
+0.1% +$275 0.1% 175
2019
Q2 		$264K Sell
1,983
-43
-2% -$5.54K 0.11% 160
2019
Q1 		$252K Sell
2,026
-14
-0.7% -$1.63K 0.11% 163
2018
Q4 		$232K Buy
+2,040
New +$226K 0.11% 162

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FinTrust Capital Advisors's KMB Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Kimberly-Clark (KMB) stake by 13% in Q3 2024, buying an estimated $34.7K and bringing the position to 2,134 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #246.

FinTrust Capital Advisors first reported a position in KMB in Q4 2018 and has held it in 24 quarters since. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • FinTrust Capital Advisors held 2,134 shares of Kimberly-Clark worth $304K as of Q3 2024.
  • FinTrust Capital Advisors bought 245 Kimberly-Clark shares in Q3 2024, an estimated $34.7K.
  • Kimberly-Clark made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #246 holding.
  • FinTrust Capital Advisors first reported a position in Kimberly-Clark in Q4 2018 and has held it in 24 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.