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Financial Advocates Investment Management’s Colgate-Palmolive CL Stock Holding History

Financial Advocates Investment 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
-2,207
Closed -$229K – 765
2024
Q3 		$229K Buy
2,207
+86
+4% +$8.77K 0.01% 683
2024
Q2 		$206K Buy
+2,121
New +$196K 0.01% 669
2023
Q1 		– Sell
-2,624
Closed -$207K – 755
2022
Q4 		$207K Buy
+2,624
New +$197K 0.02% 681
2022
Q2 		– Sell
-3,514
Closed -$267K – 703
2022
Q1 		$267K Buy
3,514
+805
+30% +$63.8K 0.02% 608
2021
Q4 		$232K Sell
2,709
-53
-2% -$4.14K 0.01% 688
2021
Q3 		$209K Buy
2,762
+117
+4% +$9.29K 0.01% 694
2021
Q2 		$215K Sell
2,645
-148
-5% -$12.1K 0.01% 688
2021
Q1 		$244K Buy
2,793
+149
+6% +$11.7K 0.02% 667
2020
Q4 		$226K Buy
+2,644
New +$219K 0.02% 650
2019
Q3 		– Sell
-3,495
Closed -$250K – 486
2019
Q2 		$250K Buy
3,495
+4
+0.1% +$284 0.03% 400
2019
Q1 		$239K Buy
3,491
+4
+0.1% +$258 0.03% 402
2018
Q4 		$208K Buy
3,487
+321
+10% +$20.1K 0.03% 401
2018
Q3 		$212K Sell
3,166
-33
-1% -$2.2K 0.02% 470
2018
Q2 		$207K Sell
3,199
-1,411
-31% -$92.3K 0.03% 457
2018
Q1 		$330K Sell
4,610
-248
-5% -$17.8K 0.04% 348
2017
Q4 		$367K Buy
+4,858
New +$355K 0.05% 315

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Advocates Investment Management's CL Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,207 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in CL in Q4 2017 and held it in 16 quarters. The position peaked at $367K in Q4 2017. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,207 Colgate-Palmolive shares in Q4 2024, an estimated $229K.
  • Financial Advocates Investment Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 16 quarters.
  • Financial Advocates Investment Management's Colgate-Palmolive position peaked at $367K in Q4 2017.
  • 1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.