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Accel Wealth Management’s Colgate-Palmolive CL Stock Holding History

Accel Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-192
Closed -$14K – 1066
2022
Q3 		$14K Hold
192
– – 0.01% 655
2022
Q2 		$15K Hold
192
– – 0.01% 608
2022
Q1 		$15K Sell
192
-257
-57% -$20.4K 0.01% 616
2021
Q4 		$38K Buy
449
+64
+17% +$5K 0.02% 432
2021
Q3 		$29K Hold
385
– – 0.02% 425
2021
Q2 		$31K Buy
385
+1
+0.3% +$82 0.02% 431
2021
Q1 		$30K Hold
384
– – 0.02% 414
2020
Q4 		$33K Buy
+384
New +$31.8K 0.03% 383

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's CL Position: Q4 2022 in Review

Accel Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2022, closing a stake of 192 shares — an estimated $14K sold.

Accel Wealth Management first reported a position in CL in Q4 2020 and held it in 8 quarters. The position peaked at $38K in Q4 2021. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Accel Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 192 Colgate-Palmolive shares in Q4 2022, an estimated $14K.
  • Accel Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 8 quarters.
  • Accel Wealth Management's Colgate-Palmolive position peaked at $38K in Q4 2021.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.