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Insight Wealth Strategies’s Colgate-Palmolive CL Stock Holding History

Insight Wealth Strategies’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
-2,686
Closed -$230K – 222
2020
Q4 		$230K Buy
2,686
+64
+2% +$5.29K 0.04% 201
2020
Q3 		$202K Buy
+2,622
New +$200K 0.04% 195

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Strategies's CL Position: Q1 2021 in Review

Insight Wealth Strategies sold out of Colgate-Palmolive (CL) in Q1 2021, closing a stake of 2,686 shares — an estimated $230K sold.

Insight Wealth Strategies first reported a position in CL in Q3 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold CL as of Q1 2021.

  • Insight Wealth Strategies reported no remaining Colgate-Palmolive position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,686 Colgate-Palmolive shares in Q1 2021, an estimated $230K.
  • Insight Wealth Strategies first reported a position in Colgate-Palmolive in Q3 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's Colgate-Palmolive position peaked at $230K in Q4 2020.
  • 1,608 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.