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

Journey 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
Q3 		– Sell
-2,900
Closed -$235K – 238
2022
Q2 		$235K Buy
+2,900
New +$227K 0.05% 223

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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

Journey Advisory Group's CL Position: Q3 2022 in Review

Journey Advisory Group sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 2,900 shares — an estimated $235K sold.

Journey Advisory Group first reported a position in CL in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Journey Advisory Group reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Journey Advisory Group sold 2,900 Colgate-Palmolive shares in Q3 2022, an estimated $235K.
  • Journey Advisory Group first reported a position in Colgate-Palmolive in Q2 2022 and held it in 1 quarter.
  • Journey Advisory Group's Colgate-Palmolive position peaked at $235K in Q2 2022.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Journey Advisory Group's 13F filing for Q3 2022, filed 9 Nov 2022.