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Philip James Wealth Mangement’s Colgate-Palmolive CL Stock Holding History

Philip James Wealth Mangement’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
-2,003
Closed -$208K – 174
2024
Q3 		$208K Buy
+2,003
New +$204K 0.03% 158

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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

Philip James Wealth Mangement's CL Position: Q4 2024 in Review

Philip James Wealth Mangement sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,003 shares — an estimated $208K sold.

Philip James Wealth Mangement first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Philip James Wealth Mangement reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Philip James Wealth Mangement sold 2,003 Colgate-Palmolive shares in Q4 2024, an estimated $208K.
  • Philip James Wealth Mangement first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
  • Philip James Wealth Mangement's Colgate-Palmolive position peaked at $208K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Philip James Wealth Mangement's 13F filing for Q4 2024, filed 31 Jan 2025.