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New Wave Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-45
Closed -$5.84K – 419
2024
Q4 		$5.84K Buy
+45
New +$6.13K ﹤0.01% 417

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

New Wave Wealth Advisors's KMB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 45 shares — an estimated $5.84K sold.

New Wave Wealth Advisors first reported a position in KMB in Q4 2024 and held it in 1 quarter. The position peaked at $5.84K in Q4 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 45 Kimberly-Clark shares in Q1 2025, an estimated $5.84K.
  • New Wave Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Kimberly-Clark position peaked at $5.84K in Q4 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.