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

Northwest 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
2024
Q4 		– Sell
-337
Closed -$48K – 344
2024
Q3 		$48K Buy
+337
New +$47.8K 0.04% 233
2024
Q1 		– Sell
-328
Closed -$39.9K – 319
2023
Q4 		$39.9K Buy
+328
New +$39.6K 0.03% 239

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

Northwest Financial Advisors's KMB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 337 shares — an estimated $48K sold.

Northwest Financial Advisors first reported a position in KMB in Q4 2023 and held it in 2 quarters. The position peaked at $48K in Q3 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 337 Kimberly-Clark shares in Q4 2024, an estimated $48K.
  • Northwest Financial Advisors first reported a position in Kimberly-Clark in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Kimberly-Clark position peaked at $48K in Q3 2024.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.