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WFA of San Diego’s Colgate-Palmolive CL Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-110
Closed -$8.47K – 407
2023
Q2 		$8.47K Buy
+110
New +$8.52K 0.01% 289
2023
Q1 		– Sell
-440
Closed -$34.7K – 117
2022
Q4 		$34.7K Buy
+440
New +$33K 0.03% 229
2022
Q3 		– Sell
-924
Closed -$74K – 131
2022
Q2 		$74K Buy
+924
New +$72.3K 0.06% 141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFA of San Diego's CL Position: Q3 2023 in Review

WFA of San Diego sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 110 shares — an estimated $8.47K sold.

WFA of San Diego first reported a position in CL in Q2 2022 and held it in 3 quarters. The position peaked at $74K in Q2 2022. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • WFA of San Diego reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
  • WFA of San Diego sold 110 Colgate-Palmolive shares in Q3 2023, an estimated $8.47K.
  • WFA of San Diego first reported a position in Colgate-Palmolive in Q2 2022 and held it in 3 quarters.
  • WFA of San Diego's Colgate-Palmolive position peaked at $74K in Q2 2022.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.