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

Safir 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
2021
Q4 		– Sell
-2,810
Closed -$212K – 13
2021
Q3 		$212K Hold
2,810
– – 0.18% 12
2021
Q2 		$229K Hold
2,810
– – 0.19% 12
2021
Q1 		$222K Hold
2,810
– – 0.2% 12
2020
Q4 		$240K Buy
+2,810
New +$232K 0.22% 12

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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

Safir Wealth Advisors's CL Position: Q4 2021 in Review

Safir Wealth Advisors sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 2,810 shares — an estimated $212K sold.

Safir Wealth Advisors first reported a position in CL in Q4 2020 and held it in 4 quarters. The position peaked at $240K in Q4 2020. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

  • Safir Wealth Advisors reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 2,810 Colgate-Palmolive shares in Q4 2021, an estimated $212K.
  • Safir Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and held it in 4 quarters.
  • Safir Wealth Advisors's Colgate-Palmolive position peaked at $240K in Q4 2020.
  • 1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Safir Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.