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

Aviso 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
2024
Q3 		– Sell
-3,003
Closed -$291K – 146
2024
Q2 		$291K Sell
3,003
-164
-5% -$15.1K 0.17% 113
2024
Q1 		$285K Sell
3,167
-319
-9% -$27K 0.18% 120
2023
Q4 		$278K Buy
+3,486
New +$262K 0.2% 113

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aviso Wealth Management's CL Position: Q3 2024 in Review

Aviso Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 3,003 shares — an estimated $291K sold.

Aviso Wealth Management first reported a position in CL in Q4 2023 and held it in 3 quarters. The position peaked at $291K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Aviso Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 3,003 Colgate-Palmolive shares in Q3 2024, an estimated $291K.
  • Aviso Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and held it in 3 quarters.
  • Aviso Wealth Management's Colgate-Palmolive position peaked at $291K in Q2 2024.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.