RGT Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

RGT Wealth Advisors’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 Q1	–	Sell	-120	Closed	-$10K	–	150
2021 Q4	$10K	Buy	+120	New	+$9.37K	﹤0.01%	223

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

RGT Wealth Advisors's CL Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 120 shares — an estimated $10K sold.

RGT Wealth Advisors first reported a position in CL in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 1,633 funds tracked by Wall St. Rank hold CL as of Q1 2022.

RGT Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 120 Colgate-Palmolive shares in Q1 2022, an estimated $10K.
RGT Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Colgate-Palmolive position peaked at $10K in Q4 2021.
1,633 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.