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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 Buy
+1,940
New +$238K 0.14% 71
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 7 quarters. The position peaked at $909K in Q4 2021. 1,733 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 7 quarters.
  • Granite Bay Wealth Management's Kimberly-Clark position peaked at $909K in Q4 2021.
  • 1,733 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.