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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
2021
Q1 		– Sell
-4,200
Closed -$11K – 168
2020
Q4 		$11K Buy
+4,200
New +$347K 0.01% 170

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
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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.