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First Trust Investment Solutions’s Kimberly-Clark KMB Stock Holding History

First Trust Investment Solutions’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 		$730K Buy
+5,130
New +$727K 0.08% 164
2024
Q1 		– Sell
-3,036
Closed -$369K – 265
2023
Q4 		$369K Buy
+3,036
New +$367K 0.08% 155

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

First Trust Investment Solutions's KMB Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Kimberly-Clark (KMB) in Q3 2024: 5,130 shares worth $730K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in KMB as recently as Q4 2023.

First Trust Investment Solutions first reported a position in KMB in Q4 2023 and has held it in 2 quarters since. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • First Trust Investment Solutions held 5,130 shares of Kimberly-Clark worth $730K as of Q3 2024.
  • Kimberly-Clark was a new First Trust Investment Solutions position in Q3 2024.
  • Kimberly-Clark made up 0.08% of First Trust Investment Solutions's portfolio in Q3 2024, its #164 holding.
  • First Trust Investment Solutions first reported a position in Kimberly-Clark in Q4 2023 and has held it in 2 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.