VisionPoint Advisory Group’s Colgate-Palmolive CL Stock Holding History

VisionPoint Advisory Group’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	-205	Closed	-$19.9K	–	335
2024 Q2	$19.9K	Sell	205 -90	-31%	-$8.3K	0.01%	389
2024 Q1	$26.6K	Sell	295 -15	-5%	-$1.27K	0.01%	354
2023 Q4	$24.7K	Sell	310 -1	-0.3%	-$75	0.01%	337
2023 Q3	$22.1K	Buy	+311	New	+$23.3K	0.01%	360
2020 Q1	–	Sell	-32,875	Closed	-$2.26M	–	122
2019 Q4	$2.26M	Buy	32,875 +2,541	+8%	+$173K	0.94%	28
2019 Q3	$2.19M	Buy	30,334 +2,274	+8%	+$165K	0.6%	29
2019 Q2	$2.01M	Buy	28,060 +1,498	+6%	+$106K	0.58%	29
2019 Q1	$1.82M	Buy	+26,562	New	+$1.72M	0.51%	33

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

VisionPoint Advisory Group's CL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 205 shares — an estimated $19.9K sold.

VisionPoint Advisory Group first reported a position in CL in Q1 2019 and held it in 8 quarters. The position peaked at $2.26M in Q4 2019. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

VisionPoint Advisory Group reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 205 Colgate-Palmolive shares in Q3 2024, an estimated $19.9K.
VisionPoint Advisory Group first reported a position in Colgate-Palmolive in Q1 2019 and held it in 8 quarters.
VisionPoint Advisory Group's Colgate-Palmolive position peaked at $2.26M in Q4 2019.
1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.