WealthTrust Axiom’s Colgate-Palmolive CL Stock Holding History

WealthTrust Axiom’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
2022 Q4	–	Sell	-4,430	Closed	-$311K	–	249
2022 Q3	$311K	Hold	4,430	–	–	0.12%	162
2022 Q2	$355K	Hold	4,430	–	–	0.13%	152
2022 Q1	$335K	Hold	4,430	–	–	0.1%	165
2021 Q4	$378K	Hold	4,430	–	–	0.12%	157
2021 Q3	$334K	Hold	4,430	–	–	0.11%	157
2021 Q2	$360K	Hold	4,430	–	–	0.12%	155
2021 Q1	$349K	Sell	4,430 -50	-1%	-$3.92K	0.12%	152
2020 Q4	$383K	Hold	4,480	–	–	0.14%	133
2020 Q3	$345K	Hold	4,480	–	–	0.15%	124
2020 Q2	$328K	Hold	4,480	–	–	0.14%	123
2020 Q1	$297K	Sell	4,480 -80	-2%	-$5.64K	0.15%	121
2019 Q4	$313K	Hold	4,560	–	–	0.1%	148
2019 Q3	$335K	Hold	4,560	–	–	0.12%	140
2019 Q2	$326K	Hold	4,560	–	–	0.11%	146
2019 Q1	$312K	Hold	4,560	–	–	0.11%	150
2018 Q4	$271K	Hold	4,560	–	–	0.11%	151
2018 Q3	$305K	Hold	4,560	–	–	0.1%	158
2018 Q2	$295K	Hold	4,560	–	–	0.1%	165
2018 Q1	$326K	Hold	4,560	–	–	0.12%	151
2017 Q4	$344K	Hold	4,560	–	–	0.13%	140
2017 Q3	$332K	Hold	4,560	–	–	0.13%	148
2017 Q2	$338K	Hold	4,560	–	–	0.13%	144
2017 Q1	$333K	Hold	4,560	–	–	0.12%	144
2016 Q4	$298K	Buy	+4,560	New	+$313K	0.11%	160

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrust Axiom's CL Position: Q4 2022 in Review

WealthTrust Axiom sold out of Colgate-Palmolive (CL) in Q4 2022, closing a stake of 4,430 shares — an estimated $311K sold.

WealthTrust Axiom first reported a position in CL in Q4 2016 and held it in 24 quarters. The position peaked at $383K in Q4 2020. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

WealthTrust Axiom reported no remaining Colgate-Palmolive position as of Q4 2022 after selling out during the quarter.
WealthTrust Axiom sold 4,430 Colgate-Palmolive shares in Q4 2022, an estimated $311K.
WealthTrust Axiom first reported a position in Colgate-Palmolive in Q4 2016 and held it in 24 quarters.
WealthTrust Axiom's Colgate-Palmolive position peaked at $383K in Q4 2020.
1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on WealthTrust Axiom's 13F filing for Q4 2022, filed 31 Jan 2023.