New Wave Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

New Wave 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
2025 Q1	–	Sell	-31	Closed	-$2.82K	–	224
2024 Q4	$2.82K	Buy	+31	New	+$2.96K	﹤0.01%	504

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

New Wave Wealth Advisors's CL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 31 shares — an estimated $2.82K sold.

New Wave Wealth Advisors first reported a position in CL in Q4 2024 and held it in 1 quarter. The position peaked at $2.82K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

New Wave Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 31 Colgate-Palmolive shares in Q1 2025, an estimated $2.82K.
New Wave Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Colgate-Palmolive position peaked at $2.82K in Q4 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.