Altium Wealth Management’s Colgate-Palmolive CL Stock Holding History

Altium Wealth Management’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 Q2	$1.46M	Buy	18,191 +10,664	+142%	+$834K	0.11%	120
2022 Q1	$571K	Buy	7,527 +456	+6%	+$36.1K	0.04%	240
2021 Q4	$603K	Buy	7,071 +328	+5%	+$25.6K	0.04%	217
2021 Q3	$510K	Buy	6,743 +536	+9%	+$42.6K	0.04%	224
2021 Q2	$505K	Sell	6,207 -115	-2%	-$9.4K	0.04%	223
2021 Q1	$498K	Buy	6,322 +207	+3%	+$16.2K	0.04%	219
2020 Q4	$523K	Buy	6,115 +990	+19%	+$81.9K	0.05%	185
2020 Q3	$395K	Buy	5,125 +695	+16%	+$53K	0.04%	222
2020 Q2	$325K	Sell	4,430 -1,090	-20%	-$77.4K	0.04%	253
2020 Q1	$366K	Buy	+5,520	New	+$389K	0.05%	178
2019 Q4	–	Sell	-3,372	Closed	-$248K	–	293
2019 Q3	$248K	Buy	3,372 +118	+4%	+$8.56K	0.03%	234
2019 Q2	$233K	Sell	3,254 -327	-9%	-$23.2K	0.03%	239
2019 Q1	$245K	Buy	+3,581	New	+$231K	0.04%	233
2018 Q3	–	Sell	-3,223	Closed	-$209K	–	305
2018 Q2	$209K	Buy	+3,223	New	+$211K	0.06%	243

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Altium Wealth Management's CL Position: Q2 2022 in Review

Altium Wealth Management increased its Colgate-Palmolive (CL) stake by 142% in Q2 2022, buying an estimated $834K and bringing the position to 18,191 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #120.

Altium Wealth Management first reported a position in CL in Q2 2018 and has held it in 14 quarters since. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

Altium Wealth Management held 18,191 shares of Colgate-Palmolive worth $1.46M as of Q2 2022.
Altium Wealth Management bought 10,664 Colgate-Palmolive shares in Q2 2022, an estimated $834K.
Colgate-Palmolive made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #120 holding.
Altium Wealth Management first reported a position in Colgate-Palmolive in Q2 2018 and has held it in 14 quarters since.
1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.