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Fairhaven Wealth Management’s Colgate-Palmolive CL Stock Holding History

Fairhaven Wealth Management’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
Q4 		– Sell
-2,122
Closed -$220K – 118
2024
Q3 		$220K Hold
2,122
– – 0.07% 108
2024
Q2 		$206K Buy
+2,122
New +$196K 0.07% 107

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fairhaven Wealth Management's CL Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,122 shares — an estimated $220K sold.

Fairhaven Wealth Management first reported a position in CL in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 2,122 Colgate-Palmolive shares in Q4 2024, an estimated $220K.
  • Fairhaven Wealth Management first reported a position in Colgate-Palmolive in Q2 2024 and held it in 2 quarters.
  • Fairhaven Wealth Management's Colgate-Palmolive position peaked at $220K in Q3 2024.
  • 1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.