Core Wealth Advisors (Florida)’s Colgate-Palmolive CL Stock Holding History

Core Wealth Advisors (Florida)’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	-404	Closed	-$36.4K	–	85
2024 Q1	$36.4K	Hold	404	–	–	0.01%	113
2023 Q4	$32.2K	Buy	404 +146	+57%	+$11K	0.01%	113
2023 Q3	$18.3K	Hold	258	–	–	0.01%	114
2023 Q2	$19.9K	Sell	258 -300	-54%	-$23.2K	0.01%	115
2023 Q1	$41.9K	Hold	558	–	–	0.02%	86
2022 Q4	$44K	Hold	558	–	–	0.02%	84
2022 Q3	$39K	Hold	558	–	–	0.02%	75
2022 Q2	$45K	Hold	558	–	–	0.03%	74
2022 Q1	$42K	Hold	558	–	–	0.02%	85
2021 Q4	$48K	Hold	558	–	–	0.03%	90
2021 Q3	$42K	Hold	558	–	–	0.03%	85
2021 Q2	$45K	Hold	558	–	–	0.03%	75
2021 Q1	$44K	Hold	558	–	–	0.04%	63
2020 Q4	$48K	Sell	558 -62	-10%	-$5.13K	0.04%	54
2020 Q3	$48K	Sell	620 -100	-14%	-$7.63K	0.04%	52
2020 Q2	$53K	Sell	720 -38	-5%	-$2.7K	0.05%	54
2020 Q1	$50K	Buy	758 +38	+5%	+$2.68K	0.04%	53
2019 Q4	$50K	Buy	+720	New	+$49.1K	0.03%	50

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

Core Wealth Advisors (Florida)'s CL Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 404 shares — an estimated $36.4K sold.

Core Wealth Advisors (Florida) first reported a position in CL in Q4 2019 and held it in 18 quarters. The position peaked at $53K in Q2 2020. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 404 Colgate-Palmolive shares in Q2 2024, an estimated $36.4K.
Core Wealth Advisors (Florida) first reported a position in Colgate-Palmolive in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Colgate-Palmolive position peaked at $53K in Q2 2020.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.