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

Northwest 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
Q4 		– Sell
-1,553
Closed -$161K – 184
2024
Q3 		$161K Buy
+1,553
New +$158K 0.13% 118
2024
Q1 		– Sell
-1,550
Closed -$124K – 161
2023
Q4 		$124K Buy
+1,550
New +$117K 0.11% 123

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

Northwest Financial Advisors's CL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,553 shares — an estimated $161K sold.

Northwest Financial Advisors first reported a position in CL in Q4 2023 and held it in 2 quarters. The position peaked at $161K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,553 Colgate-Palmolive shares in Q4 2024, an estimated $161K.
  • Northwest Financial Advisors first reported a position in Colgate-Palmolive in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Colgate-Palmolive position peaked at $161K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

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