AFS
CL icon

Axiom Financial Strategies’s Colgate-Palmolive CL Stock Holding History

Axiom Financial Strategies’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
-3,400
Closed -$262K – 79
2020
Q4 		$262K Hold
3,400
– – 0.16% 51
2020
Q3 		$262K Sell
3,400
-502
-13% -$38.3K 0.16% 51
2020
Q2 		$286K Buy
3,902
+319
+9% +$22.7K 0.19% 46
2020
Q1 		$238K Buy
+3,583
New +$253K 0.19% 49

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Financial Strategies's CL Position: Q1 2021 in Review

Axiom Financial Strategies sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 3,400 shares — an estimated $262K sold.

Axiom Financial Strategies first reported a position in CL in Q1 2020 and held it in 4 quarters. The position peaked at $286K in Q2 2020. 1,607 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Axiom Financial Strategies reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Axiom Financial Strategies sold 3,400 Colgate-Palmolive shares in Q1 2021, an estimated $262K.
  • Axiom Financial Strategies first reported a position in Colgate-Palmolive in Q1 2020 and held it in 4 quarters.
  • Axiom Financial Strategies's Colgate-Palmolive position peaked at $286K in Q2 2020.
  • 1,607 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Axiom Financial Strategies's 13F filing for Q1 2021, filed 13 May 2021.