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SYSTM Wealth Solutions’s Kimberly-Clark KMB Stock Holding History

SYSTM Wealth Solutions’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
-8,793
Closed -$1.14M – 821
2024
Q1 		$1.14M Sell
8,793
-481
-5% -$59.1K 0.14% 179
2023
Q4 		$1.13M Buy
9,274
+23
+0.2% +$2.78K 0.16% 175
2023
Q3 		$1.12M Sell
9,251
-4,481
-33% -$579K 0.17% 160
2023
Q2 		$1.9M Sell
13,732
-65
-0.5% -$9.05K 0.26% 108
2023
Q1 		$1.85M Sell
13,797
-363
-3% -$47.1K 0.29% 90
2022
Q4 		$1.92M Buy
+14,160
New +$1.8M 0.24% 116

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SYSTM Wealth Solutions's KMB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 8,793 shares — an estimated $1.14M sold.

SYSTM Wealth Solutions first reported a position in KMB in Q4 2022 and held it in 6 quarters. The position peaked at $1.92M in Q4 2022. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,793 Kimberly-Clark shares in Q2 2024, an estimated $1.14M.
  • SYSTM Wealth Solutions first reported a position in Kimberly-Clark in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Kimberly-Clark position peaked at $1.92M in Q4 2022.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.