Balboa Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Balboa Wealth Partners’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 Q4	–	Sell	-2,174	Closed	-$226K	–	351
2024 Q3	$226K	Buy	+2,174	New	+$222K	0.06%	246

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Balboa Wealth Partners's CL Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,174 shares — an estimated $226K sold.

Balboa Wealth Partners first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Balboa Wealth Partners reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
Balboa Wealth Partners sold 2,174 Colgate-Palmolive shares in Q4 2024, an estimated $226K.
Balboa Wealth Partners first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
Balboa Wealth Partners's Colgate-Palmolive position peaked at $226K in Q3 2024.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.