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Zynergy Retirement Planning’s Colgate-Palmolive CL Stock Holding History

Zynergy Retirement Planning’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
-100
Closed -$9.7K – 113
2024
Q2 		$9.7K Buy
+100
New +$9.22K 0.01% 88

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Zynergy Retirement Planning's CL Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 100 shares — an estimated $9.7K sold.

Zynergy Retirement Planning first reported a position in CL in Q2 2024 and held it in 1 quarter. The position peaked at $9.7K in Q2 2024. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Zynergy Retirement Planning reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Zynergy Retirement Planning sold 100 Colgate-Palmolive shares in Q3 2024, an estimated $9.7K.
  • Zynergy Retirement Planning first reported a position in Colgate-Palmolive in Q2 2024 and held it in 1 quarter.
  • Zynergy Retirement Planning's Colgate-Palmolive position peaked at $9.7K in Q2 2024.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.