MBM Wealth Consultants’s Colgate-Palmolive CL Stock Holding History

MBM Wealth Consultants’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
2023 Q1	–	Sell	-31	Closed	-$2K	–	289
2022 Q4	$2K	Buy	+31	New	+$2.32K	﹤0.01%	306

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MBM Wealth Consultants's CL Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 31 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in CL in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

MBM Wealth Consultants reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 31 Colgate-Palmolive shares in Q1 2023, an estimated $2K.
MBM Wealth Consultants first reported a position in Colgate-Palmolive in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Colgate-Palmolive position peaked at $2K in Q4 2022.
1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.