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

Resurgent 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
Q1 		– Sell
-387
Closed -$47K – 353
2023
Q4 		$47K Sell
387
-246
-39% -$29.7K 0.03% 343
2023
Q3 		$76.5K Buy
633
+6
+1% +$775 0.05% 263
2023
Q2 		$86.6K Sell
627
-173
-22% -$24.1K 0.06% 253
2023
Q1 		$107K Sell
800
-1,774
-69% -$230K 0.07% 223
2022
Q4 		$349K Buy
+2,574
New +$327K 0.18% 127

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Resurgent Financial Advisors's KMB Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 387 shares — an estimated $47K sold.

Resurgent Financial Advisors first reported a position in KMB in Q4 2022 and held it in 5 quarters. The position peaked at $349K in Q4 2022. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 387 Kimberly-Clark shares in Q1 2024, an estimated $47K.
  • Resurgent Financial Advisors first reported a position in Kimberly-Clark in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Kimberly-Clark position peaked at $349K in Q4 2022.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.