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

KFG 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
Q1 		– Sell
-4,886
Closed -$594K – 161
2023
Q4 		$594K Buy
4,886
+48
+1% +$5.8K 0.27% 64
2023
Q3 		$585K Buy
4,838
+516
+12% +$66.7K 0.32% 59
2023
Q2 		$597K Buy
4,322
+2,119
+96% +$295K 0.35% 49
2023
Q1 		$303K Buy
+2,203
New +$286K 0.21% 62

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

KFG Wealth Management's KMB Position: Q1 2024 in Review

KFG Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 4,886 shares — an estimated $594K sold.

KFG Wealth Management first reported a position in KMB in Q1 2023 and held it in 4 quarters. The position peaked at $597K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • KFG Wealth Management reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • KFG Wealth Management sold 4,886 Kimberly-Clark shares in Q1 2024, an estimated $594K.
  • KFG Wealth Management first reported a position in Kimberly-Clark in Q1 2023 and held it in 4 quarters.
  • KFG Wealth Management's Kimberly-Clark position peaked at $597K in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on KFG Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.