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Realta Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Realta Investment 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
-6,449
Closed -$650K – 346
2024
Q3 		$650K Buy
6,449
+1,766
+38% +$180K 0.3% 82
2024
Q2 		$454K Sell
4,683
-1,856
-28% -$171K 0.09% 248
2024
Q1 		$589K Sell
6,539
-1,426
-18% -$121K 0.12% 205
2023
Q4 		$635K Buy
7,965
+812
+11% +$61.1K 0.14% 183
2023
Q3 		$551K Sell
7,153
-175
-2% -$13.1K 0.13% 186
2023
Q2 		$565K Buy
7,328
+1,405
+24% +$109K 0.12% 195
2023
Q1 		$445K Buy
5,923
+473
+9% +$35.2K 0.11% 221
2022
Q4 		$429K Buy
5,450
+571
+12% +$42.8K 0.1% 231
2022
Q3 		$343K Buy
4,879
+14
+0.3% +$1.1K 0.09% 253
2022
Q2 		$399K Sell
4,865
-275
-5% -$21.5K 0.1% 224
2022
Q1 		$390K Buy
5,140
+719
+16% +$57K 0.08% 258
2021
Q4 		$377K Buy
4,421
+56
+1% +$4.37K 0.08% 265
2021
Q3 		$330K Buy
4,365
+553
+15% +$43.9K 0.08% 280
2021
Q2 		$310K Sell
3,812
-393
-9% -$32.1K 0.07% 280
2021
Q1 		$331K Buy
4,205
+106
+3% +$8.31K 0.09% 260
2020
Q4 		$351K Buy
4,099
+2
+0% +$165 0.1% 219
2020
Q3 		$316K Buy
4,097
+762
+23% +$58.1K 0.11% 218
2020
Q2 		$244K Sell
3,335
-116
-3% -$8.24K 0.08% 282
2020
Q1 		$229K Buy
3,451
+654
+23% +$46.1K 0.1% 239
2019
Q4 		$190K Sell
2,797
-278
-9% -$19K 0.05% 355
2019
Q3 		$227K Buy
3,075
+125
+4% +$9.07K 0.06% 303
2019
Q2 		$211K Buy
2,950
+427
+17% +$30.3K 0.06% 317
2019
Q1 		$173K Buy
+2,523
New +$163K 0.08% 300

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

Realta Investment Advisors's CL Position: Q4 2024 in Review

Realta Investment Advisors sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 6,449 shares — an estimated $650K sold.

Realta Investment Advisors first reported a position in CL in Q1 2019 and held it in 23 quarters. The position peaked at $650K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Realta Investment Advisors reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,449 Colgate-Palmolive shares in Q4 2024, an estimated $650K.
  • Realta Investment Advisors first reported a position in Colgate-Palmolive in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Colgate-Palmolive position peaked at $650K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.