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Garrett Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-178
Closed -$13.1K – 157
2019
Q3 		$13.1K Buy
+178
New +$12.9K 0.01% 250

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Massachusetts Financial Services
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Wellington Management Group
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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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's CL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Colgate-Palmolive (CL) in Q4 2019, closing a stake of 178 shares — an estimated $13.1K sold.

Garrett Wealth Advisory Group first reported a position in CL in Q3 2019 and held it in 1 quarter. The position peaked at $13.1K in Q3 2019. 1,510 funds tracked by Wall St. Rank hold CL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Colgate-Palmolive position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 178 Colgate-Palmolive shares in Q4 2019, an estimated $13.1K.
  • Garrett Wealth Advisory Group first reported a position in Colgate-Palmolive in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Colgate-Palmolive position peaked at $13.1K in Q3 2019.
  • 1,510 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.