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ICA Group Wealth Management’s Kimberly-Clark KMB Stock Holding History

ICA Group 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 		$226K Sell
1,633
-1,363
-45% -$182K 0.14% 93
2024
Q1 		$388K Sell
2,996
-150
-5% -$18.4K 0.08% 198
2023
Q4 		$382K Buy
3,146
+262
+9% +$31.7K 0.09% 182
2023
Q3 		$348K Buy
2,884
+157
+6% +$20.3K 0.1% 168
2023
Q2 		$377K Buy
2,727
+60
+2% +$8.35K 0.09% 159
2023
Q1 		$358K Sell
2,667
-288
-10% -$37.4K 0.09% 185
2022
Q4 		$401K Sell
2,955
-2,688
-48% -$342K 0.09% 179
2022
Q3 		$635K Buy
5,643
+281
+5% +$36.5K 0.13% 161
2022
Q2 		$734K Buy
5,362
+22
+0.4% +$2.9K 0.14% 151
2022
Q1 		$704K Buy
+5,340
New +$705K 0.13% 150

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

ICA Group Wealth Management's KMB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Kimberly-Clark (KMB) stake by 45% in Q2 2024, selling an estimated $182K and leaving 1,633 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #93.

ICA Group Wealth Management first reported a position in KMB in Q1 2022 and has held it in 10 quarters since. The position peaked at $734K in Q2 2022. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • ICA Group Wealth Management held 1,633 shares of Kimberly-Clark worth $226K as of Q2 2024.
  • ICA Group Wealth Management sold 1,363 Kimberly-Clark shares in Q2 2024, an estimated $182K.
  • Kimberly-Clark made up 0.14% of ICA Group Wealth Management's portfolio in Q2 2024, its #93 holding.
  • ICA Group Wealth Management first reported a position in Kimberly-Clark in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's Kimberly-Clark position peaked at $734K in Q2 2022.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.