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Keystone Wealth Services’s Kimberly-Clark KMB Stock Holding History

Keystone Wealth Services’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
-1,911
Closed -$264K – 210
2023
Q2 		$264K Sell
1,911
-133
-7% -$18.5K 0.1% 171
2023
Q1 		$274K Buy
2,044
+14
+0.7% +$1.82K 0.11% 157
2022
Q4 		$276K Buy
2,030
+116
+6% +$14.7K 0.12% 153
2022
Q3 		$215K Buy
1,914
+14
+0.7% +$1.82K 0.1% 153
2022
Q2 		$257K Buy
1,900
+8
+0.4% +$1.05K 0.12% 140
2022
Q1 		$233K Buy
1,892
+12
+0.6% +$1.58K 0.09% 158
2021
Q4 		$269K Buy
+1,880
New +$253K 0.11% 142

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

Keystone Wealth Services's KMB Position: Q3 2023 in Review

Keystone Wealth Services sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,911 shares — an estimated $264K sold.

Keystone Wealth Services first reported a position in KMB in Q4 2021 and held it in 7 quarters. The position peaked at $276K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Keystone Wealth Services reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 1,911 Kimberly-Clark shares in Q3 2023, an estimated $264K.
  • Keystone Wealth Services first reported a position in Kimberly-Clark in Q4 2021 and held it in 7 quarters.
  • Keystone Wealth Services's Kimberly-Clark position peaked at $276K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Keystone Wealth Services's 13F filing for Q3 2023, filed 5 Oct 2023.