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Freedman Financial Associates’s Colgate-Palmolive CL Stock Holding History

Freedman Financial 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
2022
Q2 		– Sell
-260
Closed -$20K – 67
2022
Q1 		$20K Buy
260
+120
+86% +$9.51K 0.01% 294
2021
Q4 		$12K Hold
140
– – 0.01% 321
2021
Q3 		$11K Hold
140
– – 0.01% 338
2021
Q2 		$11K Hold
140
– – 0.01% 335
2021
Q1 		$11K Hold
140
– – 0.01% 344
2020
Q4 		$12K Buy
+140
New +$11.6K 0.01% 333

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Freedman Financial Associates's CL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Colgate-Palmolive (CL) in Q2 2022, closing a stake of 260 shares — an estimated $20K sold.

Freedman Financial Associates first reported a position in CL in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Colgate-Palmolive position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 260 Colgate-Palmolive shares in Q2 2022, an estimated $20K.
  • Freedman Financial Associates first reported a position in Colgate-Palmolive in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Colgate-Palmolive position peaked at $20K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.