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

One 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
2023 Q1	–	Sell	-598	Closed	-$47.1K	–	266
2022 Q4	$47.1K	Buy	+598	New	+$44.8K	0.01%	426
2019 Q2	–	Sell	-543	Closed	-$37K	–	181
2019 Q1	$37K	Buy	+543	New	+$35.1K	0.03%	241
2018 Q4	–	Sell	-522	Closed	-$35K	–	170
2018 Q3	$35K	Hold	522	–	–	0.03%	285
2018 Q2	$34K	Hold	522	–	–	0.03%	280
2018 Q1	$37K	Buy	522 +3	+0.6%	+$216	0.03%	269
2017 Q4	$39K	Buy	+519	New	+$37.9K	0.03%	292

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Advisors's CL Position: Q1 2023 in Review

One Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 598 shares — an estimated $47.1K sold.

One Wealth Advisors first reported a position in CL in Q4 2017 and held it in 6 quarters. The position peaked at $47.1K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

One Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 598 Colgate-Palmolive shares in Q1 2023, an estimated $47.1K.
One Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Colgate-Palmolive position peaked at $47.1K in Q4 2022.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.