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Traverso Chambers Private Wealth Management’s Kimberly-Clark KMB Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$685K Buy
5,638
+72
+1% +$8.7K 0.17% 65
2023
Q3 		$673K Buy
5,566
+217
+4% +$28K 0.18% 62
2023
Q2 		$738K Sell
5,349
-57
-1% -$7.93K 0.19% 59
2023
Q1 		$726K Sell
5,406
-49
-0.9% -$6.36K 0.2% 60
2022
Q4 		$740K Buy
5,455
+56
+1% +$7.12K 0.21% 56
2022
Q3 		$608K Buy
5,399
+224
+4% +$29.1K 0.19% 60
2022
Q2 		$699K Buy
5,175
+359
+7% +$47.3K 0.23% 55
2022
Q1 		$593K Buy
4,816
+71
+1% +$9.37K 0.18% 66
2021
Q4 		$678K Buy
4,745
+182
+4% +$24.5K 0.2% 59
2021
Q3 		$604K Buy
4,563
+363
+9% +$49.4K 0.19% 63
2021
Q2 		$562K Buy
4,200
+270
+7% +$36K 0.18% 64
2021
Q1 		$547K Buy
3,930
+1,181
+43% +$157K 0.18% 61
2020
Q4 		$371K Buy
2,749
+87
+3% +$12.2K 0.13% 76
2020
Q3 		$393K Sell
2,662
-11
-0.4% -$1.65K 0.15% 67
2020
Q2 		$378K Buy
2,673
+201
+8% +$27.7K 0.16% 63
2020
Q1 		$316K Buy
2,472
+145
+6% +$20.1K 0.15% 69
2019
Q4 		$320K Sell
2,327
-149
-6% -$20.2K 0.14% 80
2019
Q3 		$352K Sell
2,476
-170
-6% -$23.4K 0.17% 68
2019
Q2 		$360K Sell
2,646
-199
-7% -$25.7K 0.18% 68
2019
Q1 		$353K Buy
2,845
+6
+0.2% +$697 0.17% 69
2018
Q4 		$323K Buy
+2,839
New +$315K 0.17% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Traverso Chambers Private Wealth Management's KMB Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Kimberly-Clark (KMB) stake by 1.3% in Q4 2023, buying an estimated $8.7K and bringing the position to 5,638 shares worth $685K. The position accounts for 0.17% of the portfolio, ranked #65.

Traverso Chambers Private Wealth Management first reported a position in KMB in Q4 2018 and has held it in 21 quarters since. The position peaked at $740K in Q4 2022. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 5,638 shares of Kimberly-Clark worth $685K as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 72 Kimberly-Clark shares in Q4 2023, an estimated $8.7K.
  • Kimberly-Clark made up 0.17% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #65 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Kimberly-Clark in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's Kimberly-Clark position peaked at $740K in Q4 2022.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.