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

Heritage Wealth Management (California)’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
Q4 		– Sell
-1,298
Closed -$135K – 98
2024
Q3 		$135K Hold
1,298
– – 0.1% 105
2024
Q2 		$126K Buy
+1,298
New +$120K 0.09% 99

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Wealth Management (California)'s CL Position: Q4 2024 in Review

Heritage Wealth Management (California) sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,298 shares — an estimated $135K sold.

Heritage Wealth Management (California) first reported a position in CL in Q2 2024 and held it in 2 quarters. The position peaked at $135K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Heritage Wealth Management (California) reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 1,298 Colgate-Palmolive shares in Q4 2024, an estimated $135K.
  • Heritage Wealth Management (California) first reported a position in Colgate-Palmolive in Q2 2024 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s Colgate-Palmolive position peaked at $135K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2024, filed 11 Feb 2025.