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TFO Wealth Partners’s Kimberly-Clark KMB Stock Holding History

TFO Wealth Partners’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
-1
Closed -$129 – 431
2024
Q1 		$129 Hold
1
– – ﹤0.01% 593
2023
Q4 		$122 Hold
1
– – ﹤0.01% 764
2023
Q3 		$138 Hold
1
– – ﹤0.01% 924
2023
Q2 		$138 Hold
1
– – ﹤0.01% 595
2023
Q1 		$134 Sell
1
-18
-95% -$2.34K ﹤0.01% 584
2022
Q4 		$331 Buy
+19
New +$2.41K ﹤0.01% 545
2020
Q3 		– Sell
-50
Closed -$7K – 170
2020
Q2 		$7K Buy
+50
New +$6.9K ﹤0.01% 105
2020
Q1 		– Sell
-266
Closed -$36K – 153
2019
Q4 		$36K Buy
+266
New +$36K 0.03% 73

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

TFO Wealth Partners's KMB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 1 share — an estimated $129 sold.

TFO Wealth Partners first reported a position in KMB in Q4 2019 and held it in 8 quarters. The position peaked at $36K in Q4 2019. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Kimberly-Clark share in Q2 2024, an estimated $129.
  • TFO Wealth Partners first reported a position in Kimberly-Clark in Q4 2019 and held it in 8 quarters.
  • TFO Wealth Partners's Kimberly-Clark position peaked at $36K in Q4 2019.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.