Fortis Advisors’s Colgate-Palmolive CL Stock Holding History

Fortis 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
2023 Q2	–	Sell	-1,235	Closed	-$92.8K	–	119
2023 Q1	$92.8K	Hold	1,235	–	–	0.06%	129
2022 Q4	$97.3K	Buy	+1,235	New	+$92.6K	0.07%	114

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortis Advisors's CL Position: Q2 2023 in Review

Fortis Advisors sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 1,235 shares — an estimated $92.8K sold.

Fortis Advisors first reported a position in CL in Q4 2022 and held it in 2 quarters. The position peaked at $97.3K in Q4 2022. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Fortis Advisors reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,235 Colgate-Palmolive shares in Q2 2023, an estimated $92.8K.
Fortis Advisors first reported a position in Colgate-Palmolive in Q4 2022 and held it in 2 quarters.
Fortis Advisors's Colgate-Palmolive position peaked at $97.3K in Q4 2022.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.