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Acorn Financial Advisory Services’s Colgate-Palmolive CL Stock Holding History

Acorn Financial Advisory Services’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
2021
Q1 		– Sell
-2,414
Closed -$206K – 203
2020
Q4 		$206K Buy
+2,414
New +$200K 0.08% 214

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Bank of New York Mellon
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
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Bank of America
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Acorn Financial Advisory Services's CL Position: Q1 2021 in Review

Acorn Financial Advisory Services sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 2,414 shares — an estimated $206K sold.

Acorn Financial Advisory Services first reported a position in CL in Q4 2020 and held it in 1 quarter. The position peaked at $206K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Acorn Financial Advisory Services reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,414 Colgate-Palmolive shares in Q1 2021, an estimated $206K.
  • Acorn Financial Advisory Services first reported a position in Colgate-Palmolive in Q4 2020 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Colgate-Palmolive position peaked at $206K in Q4 2020.
  • 1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2021, filed 12 Apr 2021.