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Capital Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

Capital Investment Advisory Services’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
Q1 		– Sell
-3,594
Closed -$283K – 880
2022
Q4 		$283K Buy
3,594
+393
+12% +$29.5K 0.03% 380
2022
Q3 		$225K Sell
3,201
-68
-2% -$5.33K 0.03% 407
2022
Q2 		$262K Sell
3,269
-105
-3% -$8.21K 0.03% 384
2022
Q1 		$256K Buy
3,374
+399
+13% +$31.6K 0.03% 418
2021
Q4 		$254K Buy
+2,975
New +$232K 0.03% 408
2021
Q3 		– Sell
-2,520
Closed -$205K – 761
2021
Q2 		$205K Sell
2,520
-563
-18% -$46K 0.03% 455
2021
Q1 		$243K Sell
3,083
-810
-21% -$63.5K 0.03% 374
2020
Q4 		$333K Sell
3,893
-169
-4% -$14K 0.05% 318
2020
Q3 		$313K Buy
+4,062
New +$310K 0.06% 271
2019
Q4 		– Sell
-1,474
Closed -$108K – 672
2019
Q3 		$108K Sell
1,474
-295
-17% -$21.4K 0.03% 368
2019
Q2 		$128K Sell
1,769
-371
-17% -$26.3K 0.04% 342
2019
Q1 		$147K Buy
2,140
+27
+1% +$1.74K 0.05% 265
2018
Q4 		$126K Buy
+2,113
New +$132K 0.05% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's CL Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 3,594 shares — an estimated $283K sold.

Capital Investment Advisory Services first reported a position in CL in Q4 2018 and held it in 13 quarters. The position peaked at $333K in Q4 2020. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Capital Investment Advisory Services reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,594 Colgate-Palmolive shares in Q1 2023, an estimated $283K.
  • Capital Investment Advisory Services first reported a position in Colgate-Palmolive in Q4 2018 and held it in 13 quarters.
  • Capital Investment Advisory Services's Colgate-Palmolive position peaked at $333K in Q4 2020.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.