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

Kingswood 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
2024
Q4 		– Sell
-14,267
Closed -$1.48M – 810
2024
Q3 		$1.48M Buy
14,267
+186
+1% +$19K 0.11% 222
2024
Q2 		$1.37M Buy
14,081
+496
+4% +$45.8K 0.12% 181
2024
Q1 		$1.22M Sell
13,585
-375
-3% -$31.8K 0.14% 169
2023
Q4 		$1.11M Buy
13,960
+1,584
+13% +$119K 0.13% 177
2023
Q3 		$880K Buy
+12,376
New +$925K 0.15% 161

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
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

Kingswood Wealth Advisors's CL Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 14,267 shares — an estimated $1.48M sold.

Kingswood Wealth Advisors first reported a position in CL in Q3 2023 and held it in 5 quarters. The position peaked at $1.48M in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,267 Colgate-Palmolive shares in Q4 2024, an estimated $1.48M.
  • Kingswood Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Colgate-Palmolive position peaked at $1.48M in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.