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Tanglewood Legacy Advisors’s Colgate-Palmolive CL Stock Holding History

Tanglewood Legacy 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
2023
Q4 		– Sell
-959
Closed -$68.2K – 282
2023
Q3 		$68.2K Buy
959
+2
+0.2% +$150 0.04% 139
2023
Q2 		$73.8K Buy
957
+1
+0.1% +$77 0.04% 133
2023
Q1 		$71.8K Buy
956
+2
+0.2% +$149 0.05% 130
2022
Q4 		$75.2K Buy
+954
New +$71.5K 0.05% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tanglewood Legacy Advisors's CL Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Colgate-Palmolive (CL) in Q4 2023, closing a stake of 959 shares — an estimated $68.2K sold.

Tanglewood Legacy Advisors first reported a position in CL in Q4 2022 and held it in 4 quarters. The position peaked at $75.2K in Q4 2022. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Colgate-Palmolive position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 959 Colgate-Palmolive shares in Q4 2023, an estimated $68.2K.
  • Tanglewood Legacy Advisors first reported a position in Colgate-Palmolive in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Colgate-Palmolive position peaked at $75.2K in Q4 2022.
  • 1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.