CPWM
CL icon

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

Cardinal Point 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
Q3 		$344K Hold
4,554
– – 0.16% 31
2021
Q2 		$370K Hold
4,554
– – 0.17% 33
2021
Q1 		$359K Buy
+4,554
New +$357K 0.18% 29

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cardinal Point Wealth Management's CL Position: Q3 2021 in Review

Cardinal Point Wealth Management held its Colgate-Palmolive (CL) position steady in Q3 2021 at 4,554 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #31.

Cardinal Point Wealth Management first reported a position in CL in Q1 2021 and has held it in 3 quarters since. The position peaked at $370K in Q2 2021. 1,583 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Cardinal Point Wealth Management held 4,554 shares of Colgate-Palmolive worth $344K as of Q3 2021.
  • Cardinal Point Wealth Management left its Colgate-Palmolive share count unchanged in Q3 2021.
  • Colgate-Palmolive made up 0.16% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #31 holding.
  • Cardinal Point Wealth Management first reported a position in Colgate-Palmolive in Q1 2021 and has held it in 3 quarters since.
  • Cardinal Point Wealth Management's Colgate-Palmolive position peaked at $370K in Q2 2021.
  • 1,583 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.