Evolution Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Evolution 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	-510	Closed	-$39K	–	246
2021 Q3	$39K	Sell	510 -87	-15%	-$6.91K	0.01%	240
2021 Q2	$49K	Sell	597 -111	-16%	-$9.08K	0.01%	211
2021 Q1	$56K	Buy	708 +385	+119%	+$30.2K	0.01%	185
2020 Q4	$28K	Hold	323	–	–	0.01%	226
2020 Q3	$25K	Buy	323 +198	+158%	+$15.1K	0.01%	249
2020 Q2	$9K	Buy	+125	New	+$8.88K	﹤0.01%	300
2020 Q1	–	Sell	-132	Closed	-$9K	–	371
2019 Q4	$9K	Buy	132 +7	+6%	+$477	﹤0.01%	311
2019 Q3	$9K	Hold	125	–	–	﹤0.01%	186
2019 Q2	$9K	Buy	+125	New	+$8.87K	﹤0.01%	182

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

Evolution Wealth Advisors's CL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 510 shares — an estimated $39K sold.

Evolution Wealth Advisors first reported a position in CL in Q2 2019 and held it in 9 quarters. The position peaked at $56K in Q1 2021. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

Evolution Wealth Advisors reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 510 Colgate-Palmolive shares in Q4 2021, an estimated $39K.
Evolution Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Colgate-Palmolive position peaked at $56K in Q1 2021.
1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.