Delap Wealth Advisory’s Colgate-Palmolive CL Stock Holding History

Delap Wealth Advisory’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	-3,799	Closed	-$342K	–	155
2024 Q1	$342K	Buy	+3,799	New	+$322K	0.14%	130

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

Delap Wealth Advisory's CL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 3,799 shares — an estimated $342K sold.

Delap Wealth Advisory first reported a position in CL in Q1 2024 and held it in 1 quarter. The position peaked at $342K in Q1 2024. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

Delap Wealth Advisory reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,799 Colgate-Palmolive shares in Q2 2024, an estimated $342K.
Delap Wealth Advisory first reported a position in Colgate-Palmolive in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Colgate-Palmolive position peaked at $342K in Q1 2024.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.