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Investmark Advisory Group’s Colgate-Palmolive CL Stock Holding History

Investmark 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
2022
Q1 		– Sell
-996
Closed -$85K – 130
2021
Q4 		$85K Buy
+996
New +$77.8K 0.08% 126

Other funds holding CL

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investmark Advisory Group's CL Position: Q1 2022 in Review

Investmark Advisory Group sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 996 shares — an estimated $85K sold.

Investmark Advisory Group first reported a position in CL in Q4 2021 and held it in 1 quarter. The position peaked at $85K in Q4 2021. 1,633 funds tracked by Wall St. Rank hold CL as of Q1 2022.

  • Investmark Advisory Group reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 996 Colgate-Palmolive shares in Q1 2022, an estimated $85K.
  • Investmark Advisory Group first reported a position in Colgate-Palmolive in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Colgate-Palmolive position peaked at $85K in Q4 2021.
  • 1,633 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.