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Level Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Level Financial Advisors’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
Q4 		– Sell
-25
Closed -$3.02K – 286
2023
Q3 		$3.02K Hold
25
– – ﹤0.01% 236
2023
Q2 		$3.45K Hold
25
– – ﹤0.01% 235
2023
Q1 		$3.36K Hold
25
– – ﹤0.01% 204
2022
Q4 		$3K Hold
25
– – ﹤0.01% 209
2022
Q3 		$3K Hold
25
– – ﹤0.01% 210
2022
Q2 		$3K Hold
25
– – ﹤0.01% 235
2022
Q1 		$3K Sell
25
-30
-55% -$3.96K ﹤0.01% 200
2021
Q4 		$8K Buy
+55
New +$7.4K 0.01% 184

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Level Financial Advisors's KMB Position: Q4 2023 in Review

Level Financial Advisors sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 25 shares — an estimated $3.02K sold.

Level Financial Advisors first reported a position in KMB in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Level Financial Advisors reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Level Financial Advisors sold 25 Kimberly-Clark shares in Q4 2023, an estimated $3.02K.
  • Level Financial Advisors first reported a position in Kimberly-Clark in Q4 2021 and held it in 8 quarters.
  • Level Financial Advisors's Kimberly-Clark position peaked at $8K in Q4 2021.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.