Parisi Gray Wealth Management’s Colgate-Palmolive CL Stock Holding History

Parisi Gray 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 Q3	–	Sell	-368	Closed	-$30K	–	212
2021 Q2	$30K	Buy	+368	New	+$30.1K	0.01%	335
2019 Q2	–	Sell	-330	Closed	-$23K	–	177
2019 Q1	$23K	Sell	330 -140	-30%	-$9.04K	0.01%	294
2018 Q4	$28K	Buy	470 +369	+365%	+$23.1K	0.02%	277
2018 Q3	$7K	Hold	101	–	–	﹤0.01%	440
2018 Q2	$7K	Sell	101 -100	-50%	-$6.54K	﹤0.01%	452
2018 Q1	$14K	Hold	201	–	–	0.01%	377
2017 Q4	$15K	Buy	+201	New	+$14.7K	0.01%	383

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Parisi Gray Wealth Management's CL Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2021, closing a stake of 368 shares — an estimated $30K sold.

Parisi Gray Wealth Management first reported a position in CL in Q4 2017 and held it in 7 quarters. The position peaked at $30K in Q2 2021. 1,583 funds tracked by Wall St. Rank hold CL as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 368 Colgate-Palmolive shares in Q3 2021, an estimated $30K.
Parisi Gray Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Colgate-Palmolive position peaked at $30K in Q2 2021.
1,583 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.