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

Realta 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
2024
Q3 		– Sell
-5,386
Closed -$744K – 583
2024
Q2 		$744K Buy
5,386
+998
+23% +$133K 0.15% 156
2024
Q1 		$568K Buy
4,388
+2,278
+108% +$280K 0.12% 211
2023
Q4 		$256K Buy
2,110
+140
+7% +$16.9K 0.06% 347
2023
Q3 		$272K Sell
1,970
-175
-8% -$22.6K 0.06% 313
2023
Q2 		$296K Buy
2,145
+22
+1% +$3.06K 0.06% 305
2023
Q1 		$285K Sell
2,123
-767
-27% -$99.6K 0.07% 298
2022
Q4 		$392K Buy
2,890
+283
+11% +$36K 0.1% 247
2022
Q3 		$293K Sell
2,607
-1,953
-43% -$254K 0.08% 288
2022
Q2 		$624K Buy
4,560
+59
+1% +$7.77K 0.15% 154
2022
Q1 		$554K Buy
4,501
+1,457
+48% +$192K 0.11% 199
2021
Q4 		$435K Sell
3,044
-79
-3% -$10.6K 0.1% 242
2021
Q3 		$414K Buy
3,123
+106
+4% +$14.4K 0.1% 236
2021
Q2 		$404K Buy
3,017
+20
+0.7% +$2.67K 0.1% 239
2021
Q1 		$417K Sell
2,997
-1,549
-34% -$206K 0.11% 227
2020
Q4 		$613K Buy
4,546
+137
+3% +$19.2K 0.17% 139
2020
Q3 		$651K Buy
4,409
+1,246
+39% +$187K 0.22% 105
2020
Q2 		$447K Buy
3,163
+227
+8% +$31.3K 0.15% 182
2020
Q1 		$375K Sell
2,936
-1,929
-40% -$267K 0.16% 170
2019
Q4 		$663K Buy
4,865
+36
+0.7% +$4.87K 0.18% 142
2019
Q3 		$685K Sell
4,829
-305
-6% -$41.9K 0.19% 125
2019
Q2 		$683K Buy
5,134
+2,833
+123% +$365K 0.19% 133
2019
Q1 		$287K Buy
+2,301
New +$267K 0.13% 212

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Realta Investment Advisors's KMB Position: Q3 2024 in Review

Realta Investment Advisors sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 5,386 shares — an estimated $744K sold.

Realta Investment Advisors first reported a position in KMB in Q1 2019 and held it in 22 quarters. The position peaked at $744K in Q2 2024. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Realta Investment Advisors reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,386 Kimberly-Clark shares in Q3 2024, an estimated $744K.
  • Realta Investment Advisors first reported a position in Kimberly-Clark in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Kimberly-Clark position peaked at $744K in Q2 2024.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.