Level Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Level Financial 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 Q1	–	Sell	-612	Closed	-$48.8K	–	108
2023 Q4	$48.8K	Hold	612	–	–	0.02%	116
2023 Q3	$43.5K	Hold	612	–	–	0.02%	113
2023 Q2	$47.1K	Hold	612	–	–	0.03%	111
2023 Q1	$46K	Hold	612	–	–	0.03%	101
2022 Q4	$48K	Hold	612	–	–	0.03%	100
2022 Q3	$43K	Hold	612	–	–	0.03%	100
2022 Q2	$49K	Hold	612	–	–	0.04%	100
2022 Q1	$46K	Hold	612	–	–	0.04%	92
2021 Q4	$52K	Buy	+612	New	+$47.8K	0.04%	91

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Level Financial Advisors's CL Position: Q1 2024 in Review

Level Financial Advisors sold out of Colgate-Palmolive (CL) in Q1 2024, closing a stake of 612 shares — an estimated $48.8K sold.

Level Financial Advisors first reported a position in CL in Q4 2021 and held it in 9 quarters. The position peaked at $52K in Q4 2021. 1,765 funds tracked by Wall St. Rank hold CL as of Q1 2024.

Level Financial Advisors reported no remaining Colgate-Palmolive position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 612 Colgate-Palmolive shares in Q1 2024, an estimated $48.8K.
Level Financial Advisors first reported a position in Colgate-Palmolive in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Colgate-Palmolive position peaked at $52K in Q4 2021.
1,765 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.