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Wealth Architects’s Kimberly-Clark KMB Stock Holding History

Wealth Architects’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
Q2 		– Sell
-8,197
Closed -$1.1M – 198
2023
Q1 		$1.1M Sell
8,197
-16
-0.2% -$2.08K 0.19% 60
2022
Q4 		$1.11M Sell
8,213
-71
-0.9% -$9.02K 0.21% 56
2022
Q3 		$932K Sell
8,284
-32
-0.4% -$4.16K 0.2% 54
2022
Q2 		$1.12M Buy
+8,316
New +$1.1M 0.22% 52

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Architects's KMB Position: Q2 2023 in Review

Wealth Architects sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 8,197 shares — an estimated $1.1M sold.

Wealth Architects first reported a position in KMB in Q2 2022 and held it in 4 quarters. The position peaked at $1.12M in Q2 2022. 1,677 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Wealth Architects reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Wealth Architects sold 8,197 Kimberly-Clark shares in Q2 2023, an estimated $1.1M.
  • Wealth Architects first reported a position in Kimberly-Clark in Q2 2022 and held it in 4 quarters.
  • Wealth Architects's Kimberly-Clark position peaked at $1.12M in Q2 2022.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Wealth Architects's 13F filing for Q2 2023, filed 2 Aug 2023.