Guardian Wealth Management (Illinois)’s Colgate-Palmolive CL Stock Holding History

Guardian Wealth Management (Illinois)’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 Q3	–	Sell	-15,643	Closed	-$1.21M	–	228
2023 Q2	$1.21M	Buy	15,643 +731	+5%	+$56.6K	1.1%	39
2023 Q1	$1.12M	Buy	14,912 +1,442	+11%	+$107K	1.08%	39
2022 Q4	$1.06M	Sell	13,470 -475	-3%	-$35.6K	1.04%	39
2022 Q3	$980K	Buy	13,945 +542	+4%	+$42.5K	1.11%	42
2022 Q2	$1.07M	Buy	13,403 +1,511	+13%	+$118K	1.16%	40
2022 Q1	$902K	Buy	11,892 +778	+7%	+$61.6K	0.9%	48
2021 Q4	$948K	Buy	+11,114	New	+$868K	0.91%	47

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CL Position: Q3 2023 in Review

Guardian Wealth Management (Illinois) sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 15,643 shares — an estimated $1.21M sold.

Guardian Wealth Management (Illinois) first reported a position in CL in Q4 2021 and held it in 7 quarters. The position peaked at $1.21M in Q2 2023. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Guardian Wealth Management (Illinois) reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 15,643 Colgate-Palmolive shares in Q3 2023, an estimated $1.21M.
Guardian Wealth Management (Illinois) first reported a position in Colgate-Palmolive in Q4 2021 and held it in 7 quarters.
Guardian Wealth Management (Illinois)'s Colgate-Palmolive position peaked at $1.21M in Q2 2023.
1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2023, filed 1 Nov 2023.