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

TriaGen 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 Q1	–	Sell	-20,392	Closed	-$1.74M	–	172
2021 Q4	$1.74M	Sell	20,392 -348	-2%	-$27.2K	0.86%	43
2021 Q3	$1.57M	Hold	20,740	–	–	0.85%	41
2021 Q2	$1.65M	Sell	20,740 -391	-2%	-$32K	0.85%	39
2021 Q1	$1.67M	Sell	21,131 -96	-0.5%	-$7.53K	0.96%	40
2020 Q4	$1.81M	Buy	+21,227	New	+$1.76M	1.06%	29

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

TriaGen Wealth Management's CL Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2022, closing a stake of 20,392 shares — an estimated $1.74M sold.

TriaGen Wealth Management first reported a position in CL in Q4 2020 and held it in 5 quarters. The position peaked at $1.81M in Q4 2020. 1,632 funds tracked by Wall St. Rank hold CL as of Q1 2022.

TriaGen Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 20,392 Colgate-Palmolive shares in Q1 2022, an estimated $1.74M.
TriaGen Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's Colgate-Palmolive position peaked at $1.81M in Q4 2020.
1,632 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.