First Capital Advisors Group’s Colgate-Palmolive CL Stock Holding History

First Capital Advisors Group’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
2023 Q2	$266K	Sell	3,456 -316	-8%	-$24.5K	0.14%	115
2023 Q1	$283K	Sell	3,772 -65	-2%	-$4.83K	0.18%	112
2022 Q4	$302K	Sell	3,837 -76	-2%	-$5.7K	0.2%	110
2022 Q3	$275K	Sell	3,913 -351	-8%	-$27.5K	0.23%	108
2022 Q2	$342K	Buy	+4,264	New	+$333K	0.23%	100
2018 Q4	–	Sell	-3,901	Closed	-$261K	–	151
2018 Q3	$261K	Buy	3,901 +25	+0.6%	+$1.67K	0.16%	131
2018 Q2	$251K	Buy	3,876 +22	+0.6%	+$1.44K	0.17%	133
2018 Q1	$276K	Sell	3,854 -898	-19%	-$64.6K	0.16%	126
2017 Q4	$359K	Sell	4,752 -208	-4%	-$15.2K	0.23%	112
2017 Q3	$361K	Sell	4,960 -2,209	-31%	-$159K	0.25%	108
2017 Q2	$531K	Sell	7,169 -642	-8%	-$47.7K	0.36%	91
2017 Q1	$572K	Buy	7,811 +896	+13%	+$62.7K	0.43%	83
2016 Q4	$453K	Buy	+6,915	New	+$474K	0.42%	79

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Capital Advisors Group's CL Position: Q2 2023 in Review

First Capital Advisors Group reduced its Colgate-Palmolive (CL) stake by 8.4% in Q2 2023, selling an estimated $24.5K and leaving 3,456 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #115.

First Capital Advisors Group first reported a position in CL in Q4 2016 and has held it in 13 quarters since. The position peaked at $572K in Q1 2017. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

First Capital Advisors Group held 3,456 shares of Colgate-Palmolive worth $266K as of Q2 2023.
First Capital Advisors Group sold 316 Colgate-Palmolive shares in Q2 2023, an estimated $24.5K.
Colgate-Palmolive made up 0.14% of First Capital Advisors Group's portfolio in Q2 2023, its #115 holding.
First Capital Advisors Group first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 13 quarters since.
First Capital Advisors Group's Colgate-Palmolive position peaked at $572K in Q1 2017.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.