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WealthSource Partners’s Colgate-Palmolive CL Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-5,661
Closed -$425K – 501
2023
Q1 		$425K Buy
5,661
+88
+2% +$6.54K 0.03% 342
2022
Q4 		$439K Buy
5,573
+920
+20% +$69K 0.03% 324
2022
Q3 		$327K Buy
4,653
+442
+10% +$34.7K 0.02% 376
2022
Q2 		$337K Sell
4,211
-291
-6% -$22.8K 0.02% 374
2022
Q1 		$341K Buy
4,502
+197
+5% +$15.6K 0.02% 423
2021
Q4 		$367K Sell
4,305
-934
-18% -$72.9K 0.03% 375
2021
Q3 		$396K Buy
5,239
+799
+18% +$63.4K 0.03% 329
2021
Q2 		$361K Buy
4,440
+920
+26% +$75.2K 0.03% 326
2021
Q1 		$277K Buy
3,520
+978
+38% +$76.7K 0.03% 347
2020
Q4 		$217K Sell
2,542
-1,882
-43% -$156K 0.03% 346
2020
Q3 		$341K Buy
+4,424
New +$337K 0.05% 241

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthSource Partners's CL Position: Q2 2023 in Review

WealthSource Partners sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 5,661 shares — an estimated $425K sold.

WealthSource Partners first reported a position in CL in Q3 2020 and held it in 11 quarters. The position peaked at $439K in Q4 2022. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • WealthSource Partners reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 5,661 Colgate-Palmolive shares in Q2 2023, an estimated $425K.
  • WealthSource Partners first reported a position in Colgate-Palmolive in Q3 2020 and held it in 11 quarters.
  • WealthSource Partners's Colgate-Palmolive position peaked at $439K in Q4 2022.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.