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Kiely Wealth Advisory Group’s Kimberly-Clark KMB Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$36.8K Hold
280
– – 0.02% 127
2024
Q3 		$37.3K Hold
280
– – 0.02% 130
2024
Q2 		$39.4K Hold
280
– – 0.02% 116
2024
Q1 		$37.7K Hold
280
– – 0.02% 111
2023
Q4 		$33.6K Buy
+280
New +$33.8K 0.02% 112

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kiely Wealth Advisory Group's KMB Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Kimberly-Clark (KMB) position steady in Q4 2024 at 280 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #127.

Kiely Wealth Advisory Group first reported a position in KMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.4K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Kiely Wealth Advisory Group held 280 shares of Kimberly-Clark worth $36.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Kimberly-Clark share count unchanged in Q4 2024.
  • Kimberly-Clark made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #127 holding.
  • Kiely Wealth Advisory Group first reported a position in Kimberly-Clark in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Kimberly-Clark position peaked at $39.4K in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.