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Tyler-Stone Wealth Management’s Colgate-Palmolive CL Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-7
Closed -$3.08K – 422
2024
Q2 		$3.08K Hold
7
– – ﹤0.01% 814
2024
Q1 		$2.87K Buy
+7
New +$593 ﹤0.01% 813
2022
Q1 		– Sell
-12
Closed -$4K – 850
2021
Q4 		$4K Buy
+12
New +$937 ﹤0.01% 716

Other funds holding CL

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Tyler-Stone Wealth Management's CL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 833 shares — an estimated $80.8K sold.

Tyler-Stone Wealth Management first reported a position in CL in Q4 2021 and held it in 10 quarters. The position peaked at $122K in Q4 2021. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 833 Colgate-Palmolive shares in Q3 2024, an estimated $80.8K.
  • Tyler-Stone Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Colgate-Palmolive position peaked at $122K in Q4 2021.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.