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V Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

V 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
2023
Q1 		– Sell
-3,263
Closed -$257K – 383
2022
Q4 		$257K Buy
3,263
+251
+8% +$18.8K 0.05% 300
2022
Q3 		$211K Sell
3,012
-264
-8% -$20.7K 0.04% 343
2022
Q2 		$262K Hold
3,276
– – 0.05% 339
2022
Q1 		$248K Buy
3,276
+60
+2% +$4.75K 0.04% 382
2021
Q4 		$274K Sell
3,216
-500
-13% -$39K 0.04% 369
2021
Q3 		$281K Buy
3,716
+357
+11% +$28.3K 0.04% 367
2021
Q2 		$273K Sell
3,359
-16
-0.5% -$1.31K 0.04% 388
2021
Q1 		$266K Sell
3,375
-1,096
-25% -$85.9K 0.05% 353
2020
Q4 		$382K Buy
+4,471
New +$370K 0.08% 256
2020
Q3 		– Sell
-4,278
Closed -$313K – 195
2020
Q2 		$313K Sell
4,278
-2,877
-40% -$204K 0.08% 262
2020
Q1 		$475K Buy
7,155
+1,593
+29% +$112K 0.15% 159
2019
Q4 		$409K Hold
5,562
– – 0.15% 165
2019
Q3 		$409K Buy
5,562
+77
+1% +$5.59K 0.15% 165
2019
Q2 		$394K Buy
5,485
+828
+18% +$58.8K 0.15% 160
2019
Q1 		$323K Buy
4,657
+800
+21% +$51.7K 0.13% 166
2018
Q4 		$233K Sell
3,857
-266
-6% -$16.6K 0.12% 184
2018
Q3 		$274K Buy
4,123
+205
+5% +$13.7K 0.13% 179
2018
Q2 		$259K Sell
3,918
-3,744
-49% -$245K 0.14% 162
2018
Q1 		$538K Sell
7,662
-61
-0.8% -$4.39K 0.29% 98
2017
Q4 		$585K Buy
+7,723
New +$564K 0.29% 88
2017
Q3 		– Sell
-2,496
Closed -$185K – 280
2017
Q2 		$185K Sell
2,496
-968
-28% -$71.9K 0.09% 181
2017
Q1 		$255K Buy
+3,464
New +$242K 0.16% 146
2016
Q4 		– Sell
-2,879
Closed -$215K – 176
2016
Q3 		$215K Buy
2,879
+95
+3% +$7.02K 0.17% 155
2016
Q2 		$205K Buy
+2,784
New +$198K 0.17% 152

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

V Wealth Advisors's CL Position: Q1 2023 in Review

V Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 3,263 shares — an estimated $257K sold.

V Wealth Advisors first reported a position in CL in Q2 2016 and held it in 24 quarters. The position peaked at $585K in Q4 2017. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • V Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,263 Colgate-Palmolive shares in Q1 2023, an estimated $257K.
  • V Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2016 and held it in 24 quarters.
  • V Wealth Advisors's Colgate-Palmolive position peaked at $585K in Q4 2017.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.