Zynergy Retirement Planning’s Kimberly-Clark KMB Stock Holding History

Zynergy Retirement Planning’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 Q3	–	Sell	-75	Closed	-$10.4K	–	120
2024 Q2	$10.4K	Buy	+75	New	+$10K	0.01%	85

Other funds holding KMB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zynergy Retirement Planning's KMB Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 75 shares — an estimated $10.4K sold.

Zynergy Retirement Planning first reported a position in KMB in Q2 2024 and held it in 1 quarter. The position peaked at $10.4K in Q2 2024. 1,733 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

Zynergy Retirement Planning reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
Zynergy Retirement Planning sold 75 Kimberly-Clark shares in Q3 2024, an estimated $10.4K.
Zynergy Retirement Planning first reported a position in Kimberly-Clark in Q2 2024 and held it in 1 quarter.
Zynergy Retirement Planning's Kimberly-Clark position peaked at $10.4K in Q2 2024.
1,733 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.