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BDO Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$203K Buy
2,638
+30
+1% +$2.32K 0.02% 262
2023
Q1 		$196K Sell
2,608
-58
-2% -$4.31K 0.02% 254
2022
Q4 		$210K Hold
2,666
– – 0.03% 250
2022
Q3 		$187K Hold
2,666
– – 0.02% 256
2022
Q2 		$214K Hold
2,666
– – 0.03% 242
2022
Q1 		$202K Hold
2,666
– – 0.02% 266
2021
Q4 		$228K Buy
2,666
+116
+5% +$9.06K 0.02% 263
2021
Q3 		$193K Sell
2,550
-131
-5% -$10.4K 0.02% 284
2021
Q2 		$218K Sell
2,681
-49
-2% -$4.01K 0.02% 278
2021
Q1 		$215K Buy
2,730
+1,579
+137% +$124K 0.03% 280
2020
Q4 		$98K Hold
1,151
– – 0.01% 290
2020
Q3 		$89K Buy
1,151
+49
+4% +$3.74K 0.01% 279
2020
Q2 		$81K Hold
1,102
– – 0.01% 287
2020
Q1 		$73K Buy
1,102
+152
+16% +$10.7K 0.01% 304
2019
Q4 		$65K Hold
950
– – 0.02% 278
2019
Q3 		$70K Hold
950
– – 0.02% 280
2019
Q2 		$68K Sell
950
-50
-5% -$3.55K 0.02% 277
2019
Q1 		$69K Hold
1,000
– – 0.02% 252
2018
Q4 		$59K Hold
1,000
– – 0.02% 248
2018
Q3 		$67K Hold
1,000
– – 0.02% 259
2018
Q2 		$65K Hold
1,000
– – 0.02% 259
2018
Q1 		$72K Sell
1,000
-1,018
-50% -$73.3K 0.03% 210
2017
Q4 		$152K Sell
2,018
-150
-7% -$11K 0.07% 127
2017
Q3 		$158K Sell
2,168
-1,420
-40% -$102K 0.08% 116
2017
Q2 		$266K Buy
+3,588
New +$266K 0.12% 113

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's CL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Colgate-Palmolive (CL) stake by 1.2% in Q2 2023, buying an estimated $2.32K and bringing the position to 2,638 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #262.

BDO Wealth Advisors first reported a position in CL in Q2 2017 and has held it in 25 quarters since. The position peaked at $266K in Q2 2017. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • BDO Wealth Advisors held 2,638 shares of Colgate-Palmolive worth $203K as of Q2 2023.
  • BDO Wealth Advisors bought 30 Colgate-Palmolive shares in Q2 2023, an estimated $2.32K.
  • Colgate-Palmolive made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #262 holding.
  • BDO Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Colgate-Palmolive position peaked at $266K in Q2 2017.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.