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Heritage Wealth Management (Arizona)’s Colgate-Palmolive CL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.2K Buy
66
+33
+100% +$2.47K ﹤0.01% 877
2022
Q3 		$2K Hold
33
– – ﹤0.01% 861
2022
Q2 		$2.65K Hold
33
– – ﹤0.01% 851
2022
Q1 		$3K Buy
+33
New +$2.61K ﹤0.01% 846
2021
Q3 		$2K Hold
33
– – ﹤0.01% 806
2021
Q2 		$3K Sell
33
-329
-91% -$26.9K ﹤0.01% 802
2021
Q1 		$29K Buy
+362
New +$28.4K 0.02% 446

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Colgate-Palmolive (CL) stake by 100% in Q4 2022, buying an estimated $2.47K and bringing the position to 66 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Heritage Wealth Management (Arizona) first reported a position in CL in Q1 2021 and has held it in 7 quarters since. The position peaked at $29K in Q1 2021. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 66 shares of Colgate-Palmolive worth $5.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 33 Colgate-Palmolive shares in Q4 2022, an estimated $2.47K.
  • Colgate-Palmolive made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #877 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Colgate-Palmolive in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Colgate-Palmolive position peaked at $29K in Q1 2021.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.