HWM
KMB icon

Horizons Wealth Management’s Kimberly-Clark KMB Stock Holding History

Horizons 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
2023
Q3 		– Sell
-232
Closed -$32K – 204
2023
Q2 		$32K Buy
+232
New +$32.3K 0.02% 116

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Horizons Wealth Management's KMB Position: Q3 2023 in Review

Horizons Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 232 shares — an estimated $32K sold.

Horizons Wealth Management first reported a position in KMB in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Horizons Wealth Management reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 232 Kimberly-Clark shares in Q3 2023, an estimated $32K.
  • Horizons Wealth Management first reported a position in Kimberly-Clark in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's Kimberly-Clark position peaked at $32K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.