Icon Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Icon Wealth Partners’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	$124K	Sell	1,028 -74	-7%	-$9.56K	0.01%	348
2023 Q2	$152K	Sell	1,102 -47	-4%	-$6.54K	0.02%	347
2023 Q1	$154K	Buy	+1,149	New	+$149K	0.02%	346
2020 Q3	–	Sell	-7,485	Closed	-$1.06M	–	292
2020 Q2	$1.06M	Buy	+7,485	New	+$1.03M	0.26%	77
2019 Q2	–	Sell	-733	Closed	-$91K	–	488
2019 Q1	$91K	Buy	+733	New	+$85.2K	0.03%	237
2018 Q3	–	Sell	-606	Closed	-$64K	–	512
2018 Q2	$64K	Buy	+606	New	+$63K	0.03%	322
2018 Q1	–	Sell	-571	Closed	-$69K	–	509
2017 Q4	$69K	Buy	+571	New	+$66.6K	0.03%	340

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Partners's KMB Position: Q3 2023 in Review

Icon Wealth Partners reduced its Kimberly-Clark (KMB) stake by 6.7% in Q3 2023, selling an estimated $9.56K and leaving 1,028 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #348.

Icon Wealth Partners first reported a position in KMB in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2020. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Icon Wealth Partners held 1,028 shares of Kimberly-Clark worth $124K as of Q3 2023.
Icon Wealth Partners sold 74 Kimberly-Clark shares in Q3 2023, an estimated $9.56K.
Kimberly-Clark made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #348 holding.
Icon Wealth Partners first reported a position in Kimberly-Clark in Q4 2017 and has held it in 7 quarters since.
Icon Wealth Partners's Kimberly-Clark position peaked at $1.06M in Q2 2020.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.