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Wealth Dimensions Group’s Kimberly-Clark KMB Stock Holding History

Wealth Dimensions Group’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 		– Sell
-2,106
Closed -$254K – 139
2023
Q3 		$254K Buy
2,106
+80
+4% +$10.3K 0.09% 112
2023
Q2 		$280K Sell
2,026
-141
-7% -$19.6K 0.1% 111
2023
Q1 		$291K Buy
2,167
+348
+19% +$45.2K 0.11% 104
2022
Q4 		$247K Buy
+1,819
New +$231K 0.1% 113
2022
Q1 		– Sell
-1,435
Closed -$205K – 134
2021
Q4 		$205K Sell
1,435
-95
-6% -$12.8K 0.1% 127
2021
Q3 		$203K Sell
1,530
-15
-1% -$2.04K 0.13% 124
2021
Q2 		$207K Hold
1,545
– – 0.14% 115
2021
Q1 		$215K Sell
1,545
-26
-2% -$3.45K 0.17% 108
2020
Q4 		$212K Buy
+1,571
New +$220K 0.18% 103

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

Wealth Dimensions Group's KMB Position: Q4 2023 in Review

Wealth Dimensions Group sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 2,106 shares — an estimated $254K sold.

Wealth Dimensions Group first reported a position in KMB in Q4 2020 and held it in 9 quarters. The position peaked at $291K in Q1 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Wealth Dimensions Group reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Wealth Dimensions Group sold 2,106 Kimberly-Clark shares in Q4 2023, an estimated $254K.
  • Wealth Dimensions Group first reported a position in Kimberly-Clark in Q4 2020 and held it in 9 quarters.
  • Wealth Dimensions Group's Kimberly-Clark position peaked at $291K in Q1 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Wealth Dimensions Group's 13F filing for Q4 2023, filed 9 Feb 2024.