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Strategic Financial Concepts’s Kimberly-Clark KMB Stock Holding History

Strategic Financial Concepts’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
-23,511
Closed -$10.5K – 492
2024
Q2 		$10.5K Buy
+23,511
New +$3.14M 0.01% 409

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

Strategic Financial Concepts's KMB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 23,511 shares — an estimated $10.5K sold.

Strategic Financial Concepts first reported a position in KMB in Q2 2024 and held it in 1 quarter. The position peaked at $10.5K in Q2 2024. 1,733 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 23,511 Kimberly-Clark shares in Q3 2024, an estimated $10.5K.
  • Strategic Financial Concepts first reported a position in Kimberly-Clark in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Kimberly-Clark position peaked at $10.5K in Q2 2024.
  • 1,733 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.