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

Cypress 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
Q1 		– Sell
-4,050
Closed -$346K – 123
2020
Q4 		$346K Buy
+4,050
New +$335K 0.53% 63

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First Eagle Investment Management
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Cypress Point Wealth Management's CL Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 4,050 shares — an estimated $346K sold.

Cypress Point Wealth Management first reported a position in CL in Q4 2020 and held it in 1 quarter. The position peaked at $346K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 4,050 Colgate-Palmolive shares in Q1 2021, an estimated $346K.
  • Cypress Point Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Colgate-Palmolive position peaked at $346K in Q4 2020.
  • 1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.