B. Riley Wealth Management’s Colgate-Palmolive CL Stock Holding History

B. Riley 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	$303K	Buy	+3,787	New	+$296K	0.03%	425
2022 Q1	–	Sell	-2,722	Closed	-$232K	–	635
2021 Q4	$232K	Buy	+2,722	New	+$213K	0.02%	541
2020 Q3	–	Sell	-3,814	Closed	-$280K	–	429
2020 Q2	$280K	Sell	3,814 -2,841	-43%	-$202K	0.03%	314
2020 Q1	$441K	Buy	6,655 +2,577	+63%	+$182K	0.05%	282
2019 Q4	$281K	Buy	4,078 +71	+2%	+$4.84K	0.04%	299
2019 Q3	$295K	Buy	4,007 +546	+16%	+$39.6K	0.05%	274
2019 Q2	$248K	Buy	3,461 +214	+7%	+$15.2K	0.04%	321
2019 Q1	$223K	Sell	3,247 -795	-20%	-$51.4K	0.04%	330
2018 Q4	$241K	Buy	+4,042	New	+$253K	0.05%	281
2015 Q3	–	Sell	-243	Closed	-$15K	–	238
2015 Q2	$15K	Hold	243	–	–	0.01%	662
2015 Q1	$16K	Hold	243	–	–	0.01%	656
2014 Q4	$16K	Sell	243 -61	-20%	-$4.12K	0.01%	639
2014 Q3	$19K	Buy	304 +1	+0.3%	+$66	0.01%	613
2014 Q2	$20K	Hold	303	–	–	0.01%	661
2014 Q1	$20K	Buy	+303	New	+$19.1K	0.01%	631

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

B. Riley Wealth Management's CL Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2022: 3,787 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #425 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in CL as recently as Q4 2021.

B. Riley Wealth Management first reported a position in CL in Q1 2014 and has held it in 15 quarters since. The position peaked at $441K in Q1 2020. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

B. Riley Wealth Management held 3,787 shares of Colgate-Palmolive worth $303K as of Q2 2022.
Colgate-Palmolive was a new B. Riley Wealth Management position in Q2 2022.
Colgate-Palmolive made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #425 holding.
B. Riley Wealth Management first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Colgate-Palmolive position peaked at $441K in Q1 2020.
1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.