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Royal Capital Wealth Management’s Colgate-Palmolive CL Stock Holding History

Royal Capital Wealth Management’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
-2,592
Closed -$204K – 98
2022
Q4 		$204K Buy
+2,592
New +$194K 0.22% 94
2022
Q3 		– Sell
-2,744
Closed -$220K – 90
2022
Q2 		$220K Buy
2,744
+4
+0.1% +$313 0.24% 85
2022
Q1 		$208K Buy
2,740
+4
+0.1% +$317 0.2% 95
2021
Q4 		$233K Buy
+2,736
New +$214K 0.23% 90

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Capital Wealth Management's CL Position: Q1 2023 in Review

Royal Capital Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 2,592 shares — an estimated $204K sold.

Royal Capital Wealth Management first reported a position in CL in Q4 2021 and held it in 4 quarters. The position peaked at $233K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Royal Capital Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Royal Capital Wealth Management sold 2,592 Colgate-Palmolive shares in Q1 2023, an estimated $204K.
  • Royal Capital Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 4 quarters.
  • Royal Capital Wealth Management's Colgate-Palmolive position peaked at $233K in Q4 2021.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Royal Capital Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.