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Safeguard Investment Advisory Group’s Colgate-Palmolive CL Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-229
Closed -$19K – 188
2020
Q4 		$19K Buy
+229
New +$18.9K 0.02% 313

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Investment Advisory Group's CL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 229 shares — an estimated $19K sold.

Safeguard Investment Advisory Group first reported a position in CL in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 229 Colgate-Palmolive shares in Q1 2021, an estimated $19K.
  • Safeguard Investment Advisory Group first reported a position in Colgate-Palmolive in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Colgate-Palmolive position peaked at $19K in Q4 2020.
  • 1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.