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

Janiczek 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 		$2.77K Sell
20
-43
-68% -$5.74K ﹤0.01% 817
2024
Q1 		$8.15K Buy
63
+10
+19% +$1.23K ﹤0.01% 707
2023
Q4 		$6.45K Buy
53
+48
+960% +$5.8K ﹤0.01% 727
2023
Q3 		$609 Buy
5
+1
+25% +$129 ﹤0.01% 960
2023
Q2 		$557 Hold
4
– – ﹤0.01% 897
2023
Q1 		$550 Sell
4
-3
-43% -$390 ﹤0.01% 901
2022
Q4 		$954 Buy
7
+3
+75% +$381 ﹤0.01% 862
2022
Q3 		$0 Sell
4
-41
-91% -$5.33K ﹤0.01% 993
2022
Q2 		$6K Sell
45
-108
-71% -$14.2K ﹤0.01% 642
2022
Q1 		$19K Buy
153
+109
+248% +$14.4K 0.01% 466
2021
Q4 		$6K Buy
44
+17
+63% +$2.29K ﹤0.01% 675
2021
Q3 		$4K Buy
27
+11
+69% +$1.5K ﹤0.01% 728
2021
Q2 		$2K Sell
16
-121
-88% -$16.1K ﹤0.01% 770
2021
Q1 		$19K Buy
137
+82
+149% +$10.9K 0.01% 410
2020
Q4 		$7K Buy
+55
New +$7.7K ﹤0.01% 524
2020
Q3 		– Sell
-21
Closed -$3K – 686
2020
Q2 		$3K Buy
+21
New +$2.9K ﹤0.01% 247
2019
Q1 		– Sell
-89
Closed -$10K – 172
2018
Q4 		$10K Buy
+89
New +$9.88K 0.01% 109

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

Janiczek Wealth Management's KMB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Kimberly-Clark (KMB) stake by 68% in Q2 2024, selling an estimated $5.74K and leaving 20 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Janiczek Wealth Management first reported a position in KMB in Q4 2018 and has held it in 17 quarters since. The position peaked at $19K in Q1 2022. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Janiczek Wealth Management held 20 shares of Kimberly-Clark worth $2.77K as of Q2 2024.
  • Janiczek Wealth Management sold 43 Kimberly-Clark shares in Q2 2024, an estimated $5.74K.
  • Kimberly-Clark made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #817 holding.
  • Janiczek Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Kimberly-Clark position peaked at $19K in Q1 2022.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.