Triad Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Triad Financial Advisors’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 Q3	$207K	Buy	1,716 +55	+3%	+$7.11K	0.07%	97
2023 Q2	$229K	Buy	1,661 +4	+0.2%	+$557	0.09%	91
2023 Q1	$222K	Buy	1,657 +3	+0.2%	+$390	0.1%	93
2022 Q4	$225K	Buy	+1,654	New	+$210K	0.1%	101
2022 Q3	–	Sell	-1,725	Closed	-$233K	–	106
2022 Q2	$233K	Sell	1,725 -45	-3%	-$5.93K	0.13%	92
2022 Q1	$218K	Buy	1,770 +2	+0.1%	+$264	0.12%	101
2021 Q4	$253K	Buy	+1,768	New	+$238K	0.15%	103

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Triad Financial Advisors's KMB Position: Q3 2023 in Review

Triad Financial Advisors increased its Kimberly-Clark (KMB) stake by 3.3% in Q3 2023, buying an estimated $7.11K and bringing the position to 1,716 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #97.

Triad Financial Advisors first reported a position in KMB in Q4 2021 and has held it in 7 quarters since. The position peaked at $253K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Triad Financial Advisors held 1,716 shares of Kimberly-Clark worth $207K as of Q3 2023.
Triad Financial Advisors bought 55 Kimberly-Clark shares in Q3 2023, an estimated $7.11K.
Kimberly-Clark made up 0.07% of Triad Financial Advisors's portfolio in Q3 2023, its #97 holding.
Triad Financial Advisors first reported a position in Kimberly-Clark in Q4 2021 and has held it in 7 quarters since.
Triad Financial Advisors's Kimberly-Clark position peaked at $253K in Q4 2021.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.