Summit Wealth Group’s Colgate-Palmolive CL Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-159,318	Closed	-$2K	–	108
2023 Q1	$2K	Buy	+159,318	New	+$11.8M	0.05%	81

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Wealth Group's CL Position: Q2 2023 in Review

Summit Wealth Group sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 159,318 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in CL in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Summit Wealth Group reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 159,318 Colgate-Palmolive shares in Q2 2023, an estimated $2K.
Summit Wealth Group first reported a position in Colgate-Palmolive in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Colgate-Palmolive position peaked at $2K in Q1 2023.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.