Certified Advisory Corp’s Colgate-Palmolive CL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,138	Closed	-$90K	–	286
2021 Q1	$90K	Buy	+1,138	New	+$89.2K	0.02%	270
2020 Q2	$107K	Sell	1,460 -82	-5%	-$5.83K	0.04%	222
2020 Q1	$102K	Sell	1,542 -148	-9%	-$10.4K	0.04%	208
2019 Q4	$116K	Hold	1,690	–	–	0.04%	224
2019 Q3	$124K	Sell	1,690 -206	-11%	-$14.9K	0.04%	216
2019 Q2	$136K	Hold	1,896	–	–	0.05%	202
2019 Q1	$130K	Hold	1,896	–	–	0.05%	189
2018 Q4	$113K	Hold	1,896	–	–	0.06%	189
2018 Q3	$127K	Hold	1,896	–	–	0.06%	185
2018 Q2	$123K	Hold	1,896	–	–	0.07%	181
2018 Q1	$135K	Hold	1,896	–	–	0.08%	167
2017 Q4	$143K	Buy	+1,896	New	+$138K	0.1%	138

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Certified Advisory Corp's CL Position: Q2 2021 in Review

Certified Advisory Corp sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 1,138 shares — an estimated $90K sold.

Certified Advisory Corp first reported a position in CL in Q4 2017 and held it in 12 quarters. The position peaked at $143K in Q4 2017. 1,634 funds tracked by Wall St. Rank hold CL as of Q2 2021.

Certified Advisory Corp reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,138 Colgate-Palmolive shares in Q2 2021, an estimated $90K.
Certified Advisory Corp first reported a position in Colgate-Palmolive in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Colgate-Palmolive position peaked at $143K in Q4 2017.
1,634 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.