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Buttonwood Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Buttonwood Financial 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
2024
Q2 		– Sell
-2,475
Closed -$223K – 100
2024
Q1 		$223K Buy
+2,475
New +$210K 0.1% 99

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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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Buttonwood Financial Advisors's CL Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 2,475 shares — an estimated $223K sold.

Buttonwood Financial Advisors first reported a position in CL in Q1 2024 and held it in 1 quarter. The position peaked at $223K in Q1 2024. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

  • Buttonwood Financial Advisors reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 2,475 Colgate-Palmolive shares in Q2 2024, an estimated $223K.
  • Buttonwood Financial Advisors first reported a position in Colgate-Palmolive in Q1 2024 and held it in 1 quarter.
  • Buttonwood Financial Advisors's Colgate-Palmolive position peaked at $223K in Q1 2024.
  • 1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.