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

Frontier 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
Q2 		$1.68M Sell
20,926
-119
-0.6% -$9.3K 0.12% 140
2022
Q1 		$1.71M Buy
21,045
+96
+0.5% +$7.6K 0.02% 137
2021
Q4 		$1.79M Buy
20,949
+519
+3% +$40.5K 0.12% 131
2021
Q3 		$1.54M Buy
20,430
+644
+3% +$51.1K 0.11% 140
2021
Q2 		$1.61M Sell
19,786
-2,892
-13% -$236K 0.11% 135
2021
Q1 		$1.79M Sell
22,678
-472
-2% -$37K 0.14% 118
2020
Q4 		$1.98M Sell
23,150
-2,998
-11% -$248K 0.16% 101
2020
Q3 		$2.02M Buy
26,148
+4
+0% +$305 0.18% 95
2020
Q2 		$1.92M Sell
26,144
-1,479
-5% -$105K 0.18% 100
2020
Q1 		$1.83M Buy
27,623
+5,143
+23% +$363K 0.3% 86
2019
Q4 		$1.55M Sell
22,480
-7,012
-24% -$478K 0.25% 93
2019
Q3 		$2.17M Buy
29,492
+12
+0% +$871 0.32% 72
2019
Q2 		$2.11M Buy
29,480
+255
+0.9% +$18.1K 0.31% 72
2019
Q1 		$2M Sell
29,225
-191
-0.6% -$12.3K 0.27% 82
2018
Q4 		$1.75M Sell
29,416
-2,511
-8% -$157K 0.27% 90
2018
Q3 		$2.14M Buy
31,927
+1,379
+5% +$91.9K 0.2% 80
2018
Q2 		$1.98M Buy
30,548
+2
+0% +$131 0.28% 86
2018
Q1 		$2.19M Buy
30,546
+693
+2% +$49.9K 0.31% 80
2017
Q4 		$2.25M Sell
29,853
-390
-1% -$28.5K 0.36% 69
2017
Q3 		$2.2M Buy
30,243
+255
+0.9% +$18.4K 0.32% 84
2017
Q2 		$2.22M Sell
29,988
-200
-0.7% -$14.8K 0.34% 78
2017
Q1 		$2.21M Hold
30,188
– – 0.34% 76
2016
Q4 		$1.98M Buy
30,188
+7
+0% +$480 0.32% 92
2016
Q3 		$2.24M Sell
30,181
-292
-1% -$21.6K 0.34% 80
2016
Q2 		$2.23M Sell
30,473
-600
-2% -$42.7K 0.36% 71
2016
Q1 		$2.19M Hold
31,073
– – 0.18% 80
2015
Q4 		$2.07M Buy
31,073
+1,525
+5% +$101K 0.33% 84
2015
Q3 		$1.88M Buy
29,548
+7,591
+35% +$496K 0.3% 92
2015
Q2 		$1.44M Buy
21,957
+17,157
+357% +$1.16M 0.22% 102
2015
Q1 		$333K Hold
4,800
– – 0.05% 215
2014
Q4 		$332K Buy
+4,800
New +$324K 0.06% 176

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Frontier Wealth Management's CL Position: Q2 2022 in Review

Frontier Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.57% in Q2 2022, selling an estimated $9.3K and leaving 20,926 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #140.

Frontier Wealth Management first reported a position in CL in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.25M in Q4 2017. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Frontier Wealth Management held 20,926 shares of Colgate-Palmolive worth $1.68M as of Q2 2022.
  • Frontier Wealth Management sold 119 Colgate-Palmolive shares in Q2 2022, an estimated $9.3K.
  • Colgate-Palmolive made up 0.12% of Frontier Wealth Management's portfolio in Q2 2022, its #140 holding.
  • Frontier Wealth Management first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Colgate-Palmolive position peaked at $2.25M in Q4 2017.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.