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High Net Worth Advisory Group’s Colgate-Palmolive CL Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-344
Closed -$27.1K – 258
2022
Q4 		$27.1K Hold
344
– – 0.01% 399
2022
Q3 		$24K Hold
344
– – 0.01% 425
2022
Q2 		$28K Hold
344
– – 0.01% 402
2022
Q1 		$26K Sell
344
-390
-53% -$30.9K 0.01% 417
2021
Q4 		$63K Buy
+734
New +$57.3K 0.02% 318

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

High Net Worth Advisory Group's CL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 344 shares — an estimated $27.1K sold.

High Net Worth Advisory Group first reported a position in CL in Q4 2021 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 344 Colgate-Palmolive shares in Q1 2023, an estimated $27.1K.
  • High Net Worth Advisory Group first reported a position in Colgate-Palmolive in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Colgate-Palmolive position peaked at $63K in Q4 2021.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.