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Atlas Private Wealth Management’s Colgate-Palmolive CL Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-30
Closed -$2K – 158
2021
Q1 		$2K Buy
+30
New +$2.35K ﹤0.01% 360
2020
Q3 		– Sell
-7,895
Closed -$578K – 403
2020
Q2 		$578K Sell
7,895
-350
-4% -$24.9K 0.47% 65
2020
Q1 		$547K Sell
8,245
-1,534
-16% -$108K 0.51% 58
2019
Q4 		$673K Buy
+9,779
New +$667K 0.52% 56

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's CL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

Atlas Private Wealth Management first reported a position in CL in Q4 2019 and held it in 4 quarters. The position peaked at $673K in Q4 2019. 1,635 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 30 Colgate-Palmolive shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Colgate-Palmolive position peaked at $673K in Q4 2019.
  • 1,635 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.