TRUE Private Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

TRUE Private Wealth 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
2024 Q3	–	Sell	-4,995	Closed	-$485K	–	228
2024 Q2	$485K	Buy	4,995 +255	+5%	+$23.5K	0.05%	163
2024 Q1	$427K	Sell	4,740 -199	-4%	-$16.9K	0.05%	184
2023 Q4	$394K	Buy	4,939 +1,839	+59%	+$138K	0.05%	188
2023 Q3	$220K	Buy	+3,100	New	+$232K	0.03%	241
2021 Q1	–	Sell	-195	Closed	-$16K	–	310
2020 Q4	$16K	Buy	+195	New	+$16.1K	﹤0.01%	474
2020 Q1	–	Sell	-1,541	Closed	-$106K	–	694
2019 Q4	$106K	Buy	+1,541	New	+$105K	0.02%	280
2019 Q3	–	Sell	-1,203	Closed	-$86K	–	304
2019 Q2	$86K	Buy	+1,203	New	+$85.4K	0.01%	281
2018 Q4	–	Sell	-1,229	Closed	-$82.3K	–	354
2018 Q3	$82.3K	Buy	+1,229	New	+$81.9K	0.01%	393

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TRUE Private Wealth Advisors's CL Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 4,995 shares — an estimated $485K sold.

TRUE Private Wealth Advisors first reported a position in CL in Q3 2018 and held it in 8 quarters. The position peaked at $485K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,995 Colgate-Palmolive shares in Q3 2024, an estimated $485K.
TRUE Private Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Colgate-Palmolive position peaked at $485K in Q2 2024.
1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.