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Intercontinental Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$211K Sell
2,734
-1,399
-34% -$108K 0.05% 297
2023
Q1 		$311K Buy
+4,133
New +$307K 0.08% 255

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intercontinental Wealth Advisors's CL Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 34% in Q2 2023, selling an estimated $108K and leaving 2,734 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #297.

Intercontinental Wealth Advisors first reported a position in CL in Q1 2023 and has held it in 2 quarters since. The position peaked at $311K in Q1 2023. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,734 shares of Colgate-Palmolive worth $211K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 1,399 Colgate-Palmolive shares in Q2 2023, an estimated $108K.
  • Colgate-Palmolive made up 0.05% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #297 holding.
  • Intercontinental Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Colgate-Palmolive position peaked at $311K in Q1 2023.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.