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Provence Wealth Management Group’s Colgate-Palmolive CL Stock Holding History

Provence Wealth Management Group’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
Q4 		$5.26K Hold
66
– – ﹤0.01% 354
2023
Q3 		$4.69K Buy
+66
New +$4.93K ﹤0.01% 359

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Provence Wealth Management Group's CL Position: Q4 2023 in Review

Provence Wealth Management Group held its Colgate-Palmolive (CL) position steady in Q4 2023 at 66 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Provence Wealth Management Group first reported a position in CL in Q3 2023 and has held it in 2 quarters since. 1,741 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Provence Wealth Management Group held 66 shares of Colgate-Palmolive worth $5.26K as of Q4 2023.
  • Provence Wealth Management Group left its Colgate-Palmolive share count unchanged in Q4 2023.
  • Colgate-Palmolive made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #354 holding.
  • Provence Wealth Management Group first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 2 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.