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Fortitude Advisory Group’s Colgate-Palmolive CL Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-771
Closed -$58K – 401
2022
Q1 		$58K Sell
771
-60
-7% -$4.75K 0.03% 487
2021
Q4 		$71K Buy
+831
New +$64.9K 0.04% 441

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fortitude Advisory Group's CL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Colgate-Palmolive (CL) in Q2 2022, closing a stake of 771 shares — an estimated $58K sold.

Fortitude Advisory Group first reported a position in CL in Q4 2021 and held it in 2 quarters. The position peaked at $71K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Colgate-Palmolive position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 771 Colgate-Palmolive shares in Q2 2022, an estimated $58K.
  • Fortitude Advisory Group first reported a position in Colgate-Palmolive in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Colgate-Palmolive position peaked at $71K in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.