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Lumature Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Lumature Wealth Partners’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
Q2 		$279K Sell
2,019
-11
-0.5% -$1.53K 0.17% 122
2023
Q1 		$272K Buy
2,030
+75
+4% +$9.74K 0.15% 114
2022
Q4 		$265K Sell
1,955
-87
-4% -$11.1K 0.15% 115
2022
Q3 		$230K Buy
2,042
+96
+5% +$12.5K 0.12% 130
2022
Q2 		$263K Sell
1,946
-34
-2% -$4.48K 0.12% 126
2022
Q1 		$244K Buy
1,980
+1,772
+852% +$234K 0.1% 147
2021
Q4 		$30K Buy
208
+83
+66% +$11.2K 0.01% 268
2021
Q3 		$17K Buy
125
+70
+127% +$9.52K 0.01% 305
2021
Q2 		$7K Buy
55
+27
+96% +$3.6K ﹤0.01% 312
2021
Q1 		$4K Buy
+28
New +$3.72K ﹤0.01% 325

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lumature Wealth Partners's KMB Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Kimberly-Clark (KMB) stake by 0.54% in Q2 2023, selling an estimated $1.53K and leaving 2,019 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #122.

Lumature Wealth Partners first reported a position in KMB in Q1 2021 and has held it in 10 quarters since. 1,677 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Lumature Wealth Partners held 2,019 shares of Kimberly-Clark worth $279K as of Q2 2023.
  • Lumature Wealth Partners sold 11 Kimberly-Clark shares in Q2 2023, an estimated $1.53K.
  • Kimberly-Clark made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #122 holding.
  • Lumature Wealth Partners first reported a position in Kimberly-Clark in Q1 2021 and has held it in 10 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.