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Atlantic Edge Private Wealth Management’s Colgate-Palmolive CL Stock Holding History

Atlantic Edge Private 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
2025
Q1 		– Sell
-400
Closed -$36.4K – 502
2024
Q4 		$36.4K Sell
400
-141
-26% -$13.5K 0.01% 219
2024
Q3 		$56.2K Buy
541
+141
+35% +$14.4K 0.02% 194
2024
Q2 		$38.8K Hold
400
– – 0.01% 210
2024
Q1 		$36K Hold
400
– – 0.01% 212
2023
Q4 		$31.9K Buy
+400
New +$30.1K 0.01% 210

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CL Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 400 shares — an estimated $36.4K sold.

Atlantic Edge Private Wealth Management first reported a position in CL in Q4 2023 and held it in 5 quarters. The position peaked at $56.2K in Q3 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 400 Colgate-Palmolive shares in Q1 2025, an estimated $36.4K.
  • Atlantic Edge Private Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Colgate-Palmolive position peaked at $56.2K in Q3 2024.
  • 1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.