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

Liberty 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
2021 Q4	–	Sell	-70	Closed	-$6K	–	324
2021 Q3	$6K	Buy	70 +36	+106%	+$2.86K	﹤0.01%	905
2021 Q2	$3K	Sell	34 -119	-78%	-$9.73K	﹤0.01%	860
2021 Q1	$12K	Hold	153	–	–	0.01%	554
2020 Q4	$12K	Buy	153 +33	+28%	+$2.73K	0.01%	549
2020 Q3	$9K	Hold	120	–	–	0.01%	531
2020 Q2	$9K	Sell	120 -56	-32%	-$3.98K	0.01%	508
2020 Q1	$12K	Hold	176	–	–	0.01%	431
2019 Q4	$12K	Sell	176 -37	-17%	-$2.52K	0.01%	506
2019 Q3	$16K	Sell	213 -20	-9%	-$1.45K	0.02%	424
2019 Q2	$17K	Buy	+233	New	+$16.5K	0.01%	435

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

Liberty Wealth Management's CL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 70 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in CL in Q2 2019 and held it in 10 quarters. The position peaked at $17K in Q2 2019. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

Liberty Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 70 Colgate-Palmolive shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and held it in 10 quarters.
Liberty Wealth Management's Colgate-Palmolive position peaked at $17K in Q2 2019.
1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.