First Foundation Advisors’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,607
Closed -$222K 401
2024
Q2
$222K Buy
1,607
+204
+15% +$27.2K 0.01% 311
2024
Q1
$181K Buy
1,403
+103
+8% +$12.6K 0.01% 339
2023
Q4
$158K Sell
1,300
-1,580
-55% -$191K 0.01% 354
2023
Q3
$348K Sell
2,880
-1,232
-30% -$159K 0.02% 299
2023
Q2
$568K Buy
4,112
+1,290
+46% +$180K 0.02% 227
2023
Q1
$379K Sell
2,822
-393
-12% -$51K 0.02% 267
2022
Q4
$437K Buy
3,215
+1,101
+52% +$140K 0.02% 264
2022
Q3
$238K Buy
2,114
+629
+42% +$81.8K 0.01% 320
2022
Q2
$201K Buy
+1,485
New +$196K 0.01% 379
2021
Q1
Sell
-1,688
Closed -$228K 428
2020
Q4
$228K Buy
1,688
+83
+5% +$11.6K 0.01% 366
2020
Q3
$237K Sell
1,605
-20
-1% -$3K 0.01% 333
2020
Q2
$230K Sell
1,625
-180
-10% -$24.8K 0.01% 319
2020
Q1
$231K Buy
+1,805
New +$250K 0.01% 307
2019
Q2
Sell
-2,639
Closed -$327K 353
2019
Q1
$327K Buy
2,639
+200
+8% +$23.2K 0.02% 256
2018
Q4
$278K Sell
2,439
-180
-7% -$20K 0.02% 321
2018
Q3
$298K Hold
2,619
0.02% 292
2018
Q2
$276K Buy
2,619
+268
+11% +$27.8K 0.02% 275
2018
Q1
$259K Buy
2,351
+425
+22% +$48.4K 0.01% 278
2017
Q4
$232K Buy
1,926
+173
+10% +$20.2K 0.01% 298
2017
Q3
$206K Sell
1,753
-142
-7% -$17.3K 0.01% 286
2017
Q2
$245K Sell
1,895
-2,472
-57% -$322K 0.01% 275
2017
Q1
$575K Buy
+4,367
New +$551K 0.04% 193
2016
Q1
Sell
-2,201
Closed -$280K 316
2015
Q4
$280K Buy
2,201
+320
+17% +$38.4K 0.02% 235
2015
Q3
$205K Buy
+1,881
New +$207K 0.02% 211

Other funds holding KMB

First Foundation Advisors's KMB Position: Q3 2024 in Review

First Foundation Advisors sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,607 shares — an estimated $222K sold.

First Foundation Advisors first reported a position in KMB in Q3 2015 and held it in 24 quarters. The position peaked at $575K in Q1 2017. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • First Foundation Advisors reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,607 Kimberly-Clark shares in Q3 2024, an estimated $222K.
  • First Foundation Advisors first reported a position in Kimberly-Clark in Q3 2015 and held it in 24 quarters.
  • First Foundation Advisors's Kimberly-Clark position peaked at $575K in Q1 2017.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.