CLA (CliftonLarsonAllen) Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	–	Sell	-5,003	Closed	-$378K	–	192
2021 Q3	$378K	Sell	5,003 -15	-0.3%	-$1.19K	0.01%	254
2021 Q2	$408K	Buy	+5,018	New	+$410K	0.02%	249
2017 Q4	–	Sell	-12,630	Closed	-$920K	–	129
2017 Q3	$920K	Buy	12,630 +272	+2%	+$19.6K	0.1%	99
2017 Q2	$916K	Buy	12,358 +408	+3%	+$30.3K	0.1%	95
2017 Q1	$875K	Buy	+11,950	New	+$836K	0.1%	99

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's CL Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 5,003 shares — an estimated $378K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CL in Q1 2017 and held it in 5 quarters. The position peaked at $920K in Q3 2017. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 5,003 Colgate-Palmolive shares in Q4 2021, an estimated $378K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2017 and held it in 5 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Colgate-Palmolive position peaked at $920K in Q3 2017.
1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.