RWB
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RMR Wealth Builders’s Colgate-Palmolive CL Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,927
Closed -$152K – 265
2021
Q1 		$152K Hold
1,927
– – 0.04% 226
2020
Q4 		$165K Buy
+1,927
New +$159K 0.08% 170
2020
Q3 		– Sell
-1,075
Closed -$79K – 269
2020
Q2 		$79K Buy
+1,075
New +$76.4K 0.07% 187
2019
Q4 		$74K Buy
+1,075
New +$73.3K 0.07% 197

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's CL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 1,927 shares — an estimated $152K sold.

RMR Wealth Builders first reported a position in CL in Q4 2019 and held it in 4 quarters. The position peaked at $165K in Q4 2020. 1,637 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • RMR Wealth Builders reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,927 Colgate-Palmolive shares in Q2 2021, an estimated $152K.
  • RMR Wealth Builders first reported a position in Colgate-Palmolive in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Colgate-Palmolive position peaked at $165K in Q4 2020.
  • 1,637 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.