Colton Groome Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Colton Groome Financial 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
2023 Q1	–	Sell	-2,732	Closed	-$215K	–	124
2022 Q4	$215K	Buy	+2,732	New	+$205K	0.11%	120
2022 Q3	–	Sell	-2,732	Closed	-$219K	–	116
2022 Q2	$219K	Hold	2,732	–	–	0.11%	104
2022 Q1	$207K	Sell	2,732 -5,074	-65%	-$402K	0.1%	103
2021 Q4	$666K	Buy	7,806 +6	+0.1%	+$469	0.27%	64
2021 Q3	$590K	Hold	7,800	–	–	0.26%	60
2021 Q2	$635K	Buy	+7,800	New	+$638K	0.29%	58

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Colton Groome Financial Advisors's CL Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 2,732 shares — an estimated $215K sold.

Colton Groome Financial Advisors first reported a position in CL in Q2 2021 and held it in 6 quarters. The position peaked at $666K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

Colton Groome Financial Advisors reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 2,732 Colgate-Palmolive shares in Q1 2023, an estimated $215K.
Colton Groome Financial Advisors first reported a position in Colgate-Palmolive in Q2 2021 and held it in 6 quarters.
Colton Groome Financial Advisors's Colgate-Palmolive position peaked at $666K in Q4 2021.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.