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Imprint Wealth’s Kimberly-Clark KMB Stock Holding History

Imprint Wealth’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
Q1 		$770K Buy
5,982
+393
+7% +$48.2K 0.19% 111
2023
Q4 		$686K Sell
5,589
-136
-2% -$16.4K 0.55% 55
2023
Q3 		$699K Sell
5,725
-14,123
-71% -$1.82M 0.59% 54
2023
Q2 		$2.76M Sell
19,848
-61
-0.3% -$8.49K 1.74% 8
2023
Q1 		$2.7M Buy
+19,909
New +$2.59M 1.77% 9

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

Imprint Wealth's KMB Position: Q1 2024 in Review

Imprint Wealth increased its Kimberly-Clark (KMB) stake by 7% in Q1 2024, buying an estimated $48.2K and bringing the position to 5,982 shares worth $770K. The position accounts for 0.19% of the portfolio, ranked #111.

Imprint Wealth first reported a position in KMB in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.76M in Q2 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Imprint Wealth held 5,982 shares of Kimberly-Clark worth $770K as of Q1 2024.
  • Imprint Wealth bought 393 Kimberly-Clark shares in Q1 2024, an estimated $48.2K.
  • Kimberly-Clark made up 0.19% of Imprint Wealth's portfolio in Q1 2024, its #111 holding.
  • Imprint Wealth first reported a position in Kimberly-Clark in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Kimberly-Clark position peaked at $2.76M in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.