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Curi Wealth Management’s Colgate-Palmolive CL Stock Holding History

Curi 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
Q3 		– Sell
-16
Closed -$1K – 284
2022
Q2 		$1K Hold
16
– – ﹤0.01% 551
2022
Q1 		$1K Hold
16
– – ﹤0.01% 474
2021
Q4 		$1K Buy
+16
New +$1.25K ﹤0.01% 437
2021
Q1 		– Sell
-11
Closed – – 168
2020
Q4 		$0 Buy
+11
New +$910 ﹤0.01% 407

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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

Curi Wealth Management's CL Position: Q3 2022 in Review

Curi Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in CL in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Curi Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 16 Colgate-Palmolive shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Colgate-Palmolive position peaked at $1K in Q2 2022.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.