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

Perfromance 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
2024
Q2 		– Sell
-1,705
Closed -$221K – 173
2024
Q1 		$221K Buy
+1,705
New +$209K 0.01% 148
2023
Q3 		– Sell
-1,645
Closed -$226K – 175
2023
Q2 		$226K Hold
1,645
– – 0.01% 169
2023
Q1 		$221K Hold
1,645
– – 0.01% 166
2022
Q4 		$223K Buy
+1,645
New +$209K 0.01% 151
2022
Q3 		– Sell
-1,695
Closed -$229K – 171
2022
Q2 		$229K Hold
1,695
– – 0.01% 151
2022
Q1 		$209K Hold
1,695
– – 0.01% 168
2021
Q4 		$242K Buy
+1,695
New +$228K 0.01% 157

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Perfromance Wealth Partners's KMB Position: Q2 2024 in Review

Perfromance Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 1,705 shares — an estimated $221K sold.

Perfromance Wealth Partners first reported a position in KMB in Q4 2021 and held it in 7 quarters. The position peaked at $242K in Q4 2021. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Perfromance Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,705 Kimberly-Clark shares in Q2 2024, an estimated $221K.
  • Perfromance Wealth Partners first reported a position in Kimberly-Clark in Q4 2021 and held it in 7 quarters.
  • Perfromance Wealth Partners's Kimberly-Clark position peaked at $242K in Q4 2021.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Perfromance Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.