LPWM
CL icon

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

Lake 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
2022
Q2 		$3K Hold
40
– – ﹤0.01% 269
2022
Q1 		$3K Hold
40
– – ﹤0.01% 285
2021
Q4 		$3K Hold
40
– – ﹤0.01% 291
2021
Q3 		$3K Hold
40
– – ﹤0.01% 275
2021
Q2 		$3K Buy
+40
New +$3.27K ﹤0.01% 286

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
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

Lake Point Wealth Management's CL Position: Q2 2022 in Review

Lake Point Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2022 at 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Lake Point Wealth Management first reported a position in CL in Q2 2021 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold CL as of Q2 2022.

  • Lake Point Wealth Management held 40 shares of Colgate-Palmolive worth $3K as of Q2 2022.
  • Lake Point Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2022.
  • Colgate-Palmolive made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #269 holding.
  • Lake Point Wealth Management first reported a position in Colgate-Palmolive in Q2 2021 and has held it in 5 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.