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FRG Family Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

FRG Family 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
-800
Closed -$109K – 258
2024
Q1 		$109K Buy
+800
New +$98.2K 0.02% 165

Other funds holding KMB

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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

FRG Family Wealth Advisors's KMB Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 800 shares — an estimated $109K sold.

FRG Family Wealth Advisors first reported a position in KMB in Q1 2024 and held it in 1 quarter. The position peaked at $109K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 800 Kimberly-Clark shares in Q2 2024, an estimated $109K.
  • FRG Family Wealth Advisors first reported a position in Kimberly-Clark in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Kimberly-Clark position peaked at $109K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.