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Milestone Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Milestone Investment 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
-45
Closed -$5.44K – 282
2023
Q3 		$5.44K Buy
+45
New +$5.81K ﹤0.01% 324
2023
Q2 		– Sell
-45
Closed -$6.04K – 279
2023
Q1 		$6.04K Buy
+45
New +$5.84K ﹤0.01% 320

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

Milestone Investment Advisors's KMB Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 45 shares — an estimated $5.44K sold.

Milestone Investment Advisors first reported a position in KMB in Q1 2023 and held it in 2 quarters. The position peaked at $6.04K in Q1 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 45 Kimberly-Clark shares in Q4 2023, an estimated $5.44K.
  • Milestone Investment Advisors first reported a position in Kimberly-Clark in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Kimberly-Clark position peaked at $6.04K in Q1 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.