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Source Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Source Financial 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
2022
Q3 		– Sell
-2,581
Closed -$207K – 110
2022
Q2 		$207K Buy
+2,581
New +$202K 0.08% 108
2022
Q1 		– Sell
-2,495
Closed -$213K – 113
2021
Q4 		$213K Buy
+2,495
New +$195K 0.06% 103
2021
Q3 		– Sell
-2,476
Closed -$201K – 107
2021
Q2 		$201K Buy
+2,476
New +$202K 0.05% 106
2021
Q1 		– Sell
-2,358
Closed -$202K – 110
2020
Q4 		$202K Buy
+2,358
New +$195K 0.05% 106

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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

Source Financial Advisors's CL Position: Q3 2022 in Review

Source Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 2,581 shares — an estimated $207K sold.

Source Financial Advisors first reported a position in CL in Q4 2020 and held it in 4 quarters. The position peaked at $213K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Source Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Source Financial Advisors sold 2,581 Colgate-Palmolive shares in Q3 2022, an estimated $207K.
  • Source Financial Advisors first reported a position in Colgate-Palmolive in Q4 2020 and held it in 4 quarters.
  • Source Financial Advisors's Colgate-Palmolive position peaked at $213K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Source Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.