CWA
CL icon

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

Clarus 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
2019
Q3 		– Sell
-198
Closed -$14K – 209
2019
Q2 		$14K Buy
198
+1
+0.5% +$71 0.01% 403
2019
Q1 		$13K Buy
197
+1
+0.5% +$65 0.01% 480
2018
Q4 		$12K Buy
196
+2
+1% +$125 0.02% 472
2018
Q3 		$13K Sell
194
-53
-21% -$3.53K 0.01% 496
2018
Q2 		$18K Buy
+247
New +$16.2K 0.01% 436

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's CL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Colgate-Palmolive (CL) in Q3 2019, closing a stake of 198 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in CL in Q2 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2018. 1,446 funds tracked by Wall St. Rank hold CL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Colgate-Palmolive position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 198 Colgate-Palmolive shares in Q3 2019, an estimated $14K.
  • Clarus Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Colgate-Palmolive position peaked at $18K in Q2 2018.
  • 1,446 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.