Financial Synergies Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Financial Synergies Wealth Advisors’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	-15	Closed	-$1.35K	–	138
2024 Q1	$1.35K	Sell	15 -2	-12%	-$169	﹤0.01%	365
2023 Q4	$1.34K	Buy	17 +2	+13%	+$150	﹤0.01%	295
2023 Q3	$1.07K	Hold	15	–	–	﹤0.01%	365
2023 Q2	$1.16K	Sell	15 -2	-12%	-$155	﹤0.01%	356
2023 Q1	$1.28K	Hold	17	–	–	﹤0.01%	353
2022 Q4	$1.34K	Hold	17	–	–	﹤0.01%	295
2022 Q3	$1.2K	Hold	17	–	–	﹤0.01%	277
2022 Q2	$1.36K	Buy	+17	New	+$1.33K	﹤0.01%	280

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

Financial Synergies Wealth Advisors's CL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2024, closing a stake of 15 shares — an estimated $1.35K sold.

Financial Synergies Wealth Advisors first reported a position in CL in Q2 2022 and held it in 8 quarters. The position peaked at $1.36K in Q2 2022. 1,819 funds tracked by Wall St. Rank hold CL as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 15 Colgate-Palmolive shares in Q2 2024, an estimated $1.35K.
Financial Synergies Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Colgate-Palmolive position peaked at $1.36K in Q2 2022.
1,819 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.