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

Selective 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
2022
Q4 		– Sell
-100
Closed -$7K – 216
2022
Q3 		$7K Hold
100
– – ﹤0.01% 556
2022
Q2 		$8K Hold
100
– – ﹤0.01% 582
2022
Q1 		$8K Hold
100
– – ﹤0.01% 551
2021
Q4 		$9K Hold
100
– – ﹤0.01% 493
2021
Q3 		$8K Hold
100
– – ﹤0.01% 453
2021
Q2 		$8K Hold
100
– – 0.01% 366
2021
Q1 		$8K Sell
100
-2
-2% -$157 0.01% 275
2020
Q4 		$9K Buy
+102
New +$8.43K 0.01% 252

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Selective Wealth Management's CL Position: Q4 2022 in Review

Selective Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2022, closing a stake of 100 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in CL in Q4 2020 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 1,698 funds tracked by Wall St. Rank hold CL as of Q4 2022.

  • Selective Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Colgate-Palmolive shares in Q4 2022, an estimated $7K.
  • Selective Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Colgate-Palmolive position peaked at $9K in Q4 2021.
  • 1,698 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.