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Glassy Mountain Advisors’s Kimberly-Clark KMB Stock Holding History

Glassy Mountain 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
2023
Q1 		– Sell
-155
Closed -$21K – 137
2022
Q4 		$21K Buy
+155
New +$19.7K 0.01% 158

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glassy Mountain Advisors's KMB Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 155 shares — an estimated $21K sold.

Glassy Mountain Advisors first reported a position in KMB in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 155 Kimberly-Clark shares in Q1 2023, an estimated $21K.
  • Glassy Mountain Advisors first reported a position in Kimberly-Clark in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Kimberly-Clark position peaked at $21K in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.