Castle Financial & Retirement Planning Associates’s Colgate-Palmolive CL Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$6K	Buy	+78	New	+$6.09K	0.02%	130

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's CL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Colgate-Palmolive (CL) in Q4 2021: 78 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

1,705 funds tracked by Wall St. Rank hold CL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 78 shares of Colgate-Palmolive worth $6K as of Q4 2021.
Colgate-Palmolive was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Colgate-Palmolive made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #130 holding.
1,705 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.