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Spartan Planning & Wealth Management’s Kimberly-Clark KMB Stock Holding History

Spartan Planning & Wealth Management’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
2022
Q4 		$220K Buy
+1,622
New +$206K 0.27% 56
2022
Q3 		– Sell
-1,115
Closed -$151K – 99
2022
Q2 		$151K Buy
+1,115
New +$147K 0.2% 39

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spartan Planning & Wealth Management's KMB Position: Q4 2022 in Review

Spartan Planning & Wealth Management opened a new position in Kimberly-Clark (KMB) in Q4 2022: 1,622 shares worth $220K. The stake represents 0.27% of the portfolio and ranks #56 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in KMB as recently as Q2 2022.

Spartan Planning & Wealth Management first reported a position in KMB in Q2 2022 and has held it in 2 quarters since. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Spartan Planning & Wealth Management held 1,622 shares of Kimberly-Clark worth $220K as of Q4 2022.
  • Kimberly-Clark was a new Spartan Planning & Wealth Management position in Q4 2022.
  • Kimberly-Clark made up 0.27% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #56 holding.
  • Spartan Planning & Wealth Management first reported a position in Kimberly-Clark in Q2 2022 and has held it in 2 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.