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Silvia McColl Wealth Management’s Colgate-Palmolive CL Stock Holding History

Silvia McColl 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
Q3 		– Sell
-2,738
Closed -$211K – 101
2023
Q2 		$211K Hold
2,738
– – 0.2% 97
2023
Q1 		$206K Hold
2,738
– – 0.2% 98
2022
Q4 		$216K Buy
+2,738
New +$205K 0.21% 98

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Wellington Management Group
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T. Rowe Price Associates
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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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Silvia McColl Wealth Management's CL Position: Q3 2023 in Review

Silvia McColl Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 2,738 shares — an estimated $211K sold.

Silvia McColl Wealth Management first reported a position in CL in Q4 2022 and held it in 3 quarters. The position peaked at $216K in Q4 2022. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • Silvia McColl Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
  • Silvia McColl Wealth Management sold 2,738 Colgate-Palmolive shares in Q3 2023, an estimated $211K.
  • Silvia McColl Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and held it in 3 quarters.
  • Silvia McColl Wealth Management's Colgate-Palmolive position peaked at $216K in Q4 2022.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.