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Fortune Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Fortune Financial 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
Q3 		– Sell
-2,972
Closed -$288K – 98
2024
Q2 		$288K Buy
2,972
+16
+0.5% +$1.48K 0.18% 110
2024
Q1 		$266K Buy
2,956
+17
+0.6% +$1.44K 0.17% 119
2023
Q4 		$234K Buy
2,939
+18
+0.6% +$1.35K 0.16% 115
2023
Q3 		$208K Buy
2,921
+19
+0.7% +$1.42K 0.16% 113
2023
Q2 		$224K Buy
+2,902
New +$225K 0.17% 113

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fortune Financial Advisors's CL Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 2,972 shares — an estimated $288K sold.

Fortune Financial Advisors first reported a position in CL in Q2 2023 and held it in 5 quarters. The position peaked at $288K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 2,972 Colgate-Palmolive shares in Q3 2024, an estimated $288K.
  • Fortune Financial Advisors first reported a position in Colgate-Palmolive in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Colgate-Palmolive position peaked at $288K in Q2 2024.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.