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

Visionary 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
-3,603
Closed -$284K – 461
2022
Q4 		$284K Buy
3,603
+400
+12% +$30K 0.03% 334
2022
Q3 		$225K Buy
3,203
+40
+1% +$3.14K 0.02% 348
2022
Q2 		$253K Sell
3,163
-16
-0.5% -$1.25K 0.02% 353
2022
Q1 		$241K Sell
3,179
-154
-5% -$12.2K 0.02% 374
2021
Q4 		$284K Buy
3,333
+593
+22% +$46.3K 0.02% 301
2021
Q3 		$207K Sell
2,740
-176
-6% -$14K 0.02% 287
2021
Q2 		$237K Buy
+2,916
New +$238K 0.02% 298

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Visionary Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 3,603 shares — an estimated $284K sold.

Visionary Wealth Advisors first reported a position in CL in Q2 2021 and held it in 7 quarters. The position peaked at $284K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Visionary Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,603 Colgate-Palmolive shares in Q1 2023, an estimated $284K.
  • Visionary Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2021 and held it in 7 quarters.
  • Visionary Wealth Advisors's Colgate-Palmolive position peaked at $284K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.