Granite Bay Wealth Management’s Kimberly-Clark KMB Stock Holding History

Granite Bay Wealth Management’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	-1,940	Closed	-$251K	–	77
2024 Q1	$251K	Sell	1,940 -120,280	-98%	-$14.8M	0.14%	71
2023 Q4	$14.8M	Sell	122,220 -12,000	-9%	-$1.45M	0.13%	67
2023 Q3	$17.3M	Buy	+134,220	New	+$17.3M	0.17%	63
2023 Q2	–	Sell	-2,380	Closed	-$319K	–	61
2023 Q1	$319K	Hold	2,380	–	–	0.22%	55
2022 Q4	$323K	Sell	2,380 -800	-25%	-$102K	0.21%	47
2022 Q3	$358K	Sell	3,180 -100	-3%	-$13K	0.29%	40
2022 Q2	$443K	Sell	3,280 -300	-8%	-$39.5K	0.34%	34
2022 Q1	$441K	Sell	3,580 -2,780	-44%	-$367K	0.36%	37
2021 Q4	$909K	Buy	+6,360	New	+$856K	0.9%	22

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Granite Bay Wealth Management's KMB Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 1,940 shares — an estimated $251K sold.

Granite Bay Wealth Management first reported a position in KMB in Q4 2021 and held it in 9 quarters. The position peaked at $17.3M in Q3 2023. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

Granite Bay Wealth Management reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 1,940 Kimberly-Clark shares in Q2 2024, an estimated $251K.
Granite Bay Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and held it in 9 quarters.
Granite Bay Wealth Management's Kimberly-Clark position peaked at $17.3M in Q3 2023.
1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.