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Tower View Wealth Management’s Kimberly-Clark KMB Stock Holding History

Tower View Wealth Management’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
Q1 		– Sell
-20
Closed -$2K – 198
2023
Q4 		$2K Buy
+20
New +$2.42K ﹤0.01% 171
2021
Q2 		– Sell
-58
Closed -$8K – 185
2021
Q1 		$8K Buy
58
+34
+142% +$4.51K ﹤0.01% 142
2020
Q4 		$3K Hold
24
– – ﹤0.01% 164
2020
Q3 		$4K Hold
24
– – ﹤0.01% 140
2020
Q2 		$3K Buy
+24
New +$3.31K ﹤0.01% 138

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Tower View Wealth Management's KMB Position: Q1 2024 in Review

Tower View Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 20 shares — an estimated $2K sold.

Tower View Wealth Management first reported a position in KMB in Q2 2020 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Tower View Wealth Management reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 20 Kimberly-Clark shares in Q1 2024, an estimated $2K.
  • Tower View Wealth Management first reported a position in Kimberly-Clark in Q2 2020 and held it in 5 quarters.
  • Tower View Wealth Management's Kimberly-Clark position peaked at $8K in Q1 2021.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Tower View Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.