Cardinal Point Wealth Management Partners’s Colgate-Palmolive CL Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$384K	Hold	5,110	–	–	0.12%	58
2022 Q4	$403K	Hold	5,110	–	–	0.14%	46
2022 Q3	$353K	Hold	5,110	–	–	0.17%	36
2022 Q2	$410K	Buy	5,110 +556	+12%	+$43.5K	0.2%	35
2022 Q1	$345K	Hold	4,554	–	–	0.15%	36
2021 Q4	$389K	Buy	+4,554	New	+$356K	0.17%	36

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

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

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardinal Point Wealth Management Partners's CL Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Colgate-Palmolive (CL) position steady in Q1 2023 at 5,110 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #58.

Cardinal Point Wealth Management Partners first reported a position in CL in Q4 2021 and has held it in 6 quarters since. The position peaked at $410K in Q2 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

Cardinal Point Wealth Management Partners held 5,110 shares of Colgate-Palmolive worth $384K as of Q1 2023.
Cardinal Point Wealth Management Partners left its Colgate-Palmolive share count unchanged in Q1 2023.
Colgate-Palmolive made up 0.12% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #58 holding.
Cardinal Point Wealth Management Partners first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's Colgate-Palmolive position peaked at $410K in Q2 2022.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.