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Carl Stuart Investment Advisor’s Colgate-Palmolive CL Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-400
Closed -$303K – 36
2022
Q1 		$303K Buy
+400
New +$31.7K 0.02% 85

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Carl Stuart Investment Advisor's CL Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Colgate-Palmolive (CL) in Q2 2022, closing a stake of 400 shares — an estimated $303K sold.

Carl Stuart Investment Advisor first reported a position in CL in Q1 2022 and held it in 1 quarter. The position peaked at $303K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Colgate-Palmolive position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 400 Colgate-Palmolive shares in Q2 2022, an estimated $303K.
  • Carl Stuart Investment Advisor first reported a position in Colgate-Palmolive in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Colgate-Palmolive position peaked at $303K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.