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

Prentice 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
-824
Closed -$62K – 138
2021
Q3 		$62K Hold
824
– – 0.03% 166
2021
Q2 		$67K Hold
824
– – 0.03% 162
2021
Q1 		$65K Buy
+824
New +$64.6K 0.04% 161

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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
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

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

Prentice Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 824 shares — an estimated $62K sold.

Prentice Wealth Management first reported a position in CL in Q1 2021 and held it in 3 quarters. The position peaked at $67K in Q2 2021. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Prentice Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 824 Colgate-Palmolive shares in Q4 2021, an estimated $62K.
  • Prentice Wealth Management first reported a position in Colgate-Palmolive in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's Colgate-Palmolive position peaked at $67K in Q2 2021.
  • 1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.