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Spectrum Wealth Counsel’s Kimberly-Clark KMB Stock Holding History

Spectrum Wealth Counsel’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
-150
Closed -$20.7K – 412
2024
Q2 		$20.7K Hold
150
– – ﹤0.01% 255
2024
Q1 		$19.4K Hold
150
– – ﹤0.01% 264
2023
Q4 		$18.2K Buy
+150
New +$18.1K ﹤0.01% 234

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

Spectrum Wealth Counsel's KMB Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 150 shares — an estimated $20.7K sold.

Spectrum Wealth Counsel first reported a position in KMB in Q4 2023 and held it in 3 quarters. The position peaked at $20.7K in Q2 2024. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 150 Kimberly-Clark shares in Q3 2024, an estimated $20.7K.
  • Spectrum Wealth Counsel first reported a position in Kimberly-Clark in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Kimberly-Clark position peaked at $20.7K in Q2 2024.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.