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Significant Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Significant Wealth Partners’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
-3,671
Closed -$381K – 91
2024
Q3 		$381K Buy
3,671
+197
+6% +$20.1K 0.2% 41
2024
Q2 		$337K Sell
3,474
-2,941
-46% -$271K 0.19% 43
2024
Q1 		$578K Buy
+6,415
New +$544K 0.38% 71

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Significant Wealth Partners's CL Position: Q4 2024 in Review

Significant Wealth Partners sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 3,671 shares — an estimated $381K sold.

Significant Wealth Partners first reported a position in CL in Q1 2024 and held it in 3 quarters. The position peaked at $578K in Q1 2024. 1,935 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Significant Wealth Partners reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,671 Colgate-Palmolive shares in Q4 2024, an estimated $381K.
  • Significant Wealth Partners first reported a position in Colgate-Palmolive in Q1 2024 and held it in 3 quarters.
  • Significant Wealth Partners's Colgate-Palmolive position peaked at $578K in Q1 2024.
  • 1,935 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.