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

Clearview 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
2024 Q2	–	Sell	-2,682	Closed	-$242K	–	99
2024 Q1	$242K	Sell	2,682 -8,119	-75%	-$688K	0.25%	95
2023 Q4	$861K	Sell	10,801 -406	-4%	-$30.5K	1%	31
2023 Q3	$797K	Buy	11,207 +865	+8%	+$64.7K	0.99%	32
2023 Q2	$797K	Buy	10,342 +389	+4%	+$30.1K	0.81%	35
2023 Q1	$748K	Buy	+9,953	New	+$740K	0.76%	35

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Clearview Wealth Advisors's CL Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 2,682 shares — an estimated $242K sold.

Clearview Wealth Advisors first reported a position in CL in Q1 2023 and held it in 5 quarters. The position peaked at $861K in Q4 2023. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

Clearview Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 2,682 Colgate-Palmolive shares in Q2 2024, an estimated $242K.
Clearview Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2023 and held it in 5 quarters.
Clearview Wealth Advisors's Colgate-Palmolive position peaked at $861K in Q4 2023.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.