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Summit Wealth Group’s Kimberly-Clark KMB Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-175,694
Closed -$1K – 177
2023
Q1 		$1K Buy
+175,694
New +$22.8M 0.02% 126

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Wealth Group's KMB Position: Q2 2023 in Review

Summit Wealth Group sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 175,694 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in KMB in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,676 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Summit Wealth Group reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 175,694 Kimberly-Clark shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Kimberly-Clark in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Kimberly-Clark position peaked at $1K in Q1 2023.
  • 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.