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

Rollins 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
Q2 		– Sell
-1,900
Closed -$246K – 126
2024
Q1 		$246K Hold
1,900
– – 0.05% 102
2023
Q4 		$231K Buy
+1,900
New +$230K 0.05% 93

Other funds holding KMB

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Vanguard Group
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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

Rollins Financial Advisors's KMB Position: Q2 2024 in Review

Rollins Financial Advisors sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 1,900 shares — an estimated $246K sold.

Rollins Financial Advisors first reported a position in KMB in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Rollins Financial Advisors reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Rollins Financial Advisors sold 1,900 Kimberly-Clark shares in Q2 2024, an estimated $246K.
  • Rollins Financial Advisors first reported a position in Kimberly-Clark in Q4 2023 and held it in 2 quarters.
  • Rollins Financial Advisors's Kimberly-Clark position peaked at $246K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Rollins Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.