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Coppell Advisory Solutions Corp’s Colgate-Palmolive CL Stock Holding History

Coppell Advisory Solutions 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
2023
Q1 		– Sell
-1,171
Closed -$92.3K – 357
2022
Q4 		$92.3K Buy
+1,171
New +$87.8K 0.03% 226

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
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TP
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JP Morgan Chase
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Coppell Advisory Solutions Corp's CL Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 1,171 shares — an estimated $92.3K sold.

Coppell Advisory Solutions Corp first reported a position in CL in Q4 2022 and held it in 1 quarter. The position peaked at $92.3K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,171 Colgate-Palmolive shares in Q1 2023, an estimated $92.3K.
  • Coppell Advisory Solutions Corp first reported a position in Colgate-Palmolive in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Colgate-Palmolive position peaked at $92.3K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.