Walled Lake Planning & Wealth Management’s Colgate-Palmolive CL Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-300	Closed	-$23K	–	138
2021 Q3	$23K	Buy	300 +121	+68%	+$9.61K	0.01%	209
2021 Q2	$15K	Hold	179	–	–	0.01%	223
2021 Q1	$14K	Hold	179	–	–	0.01%	220
2020 Q4	$15K	Hold	179	–	–	0.01%	194
2020 Q3	$14K	Hold	179	–	–	0.01%	196
2020 Q2	$13K	Hold	179	–	–	0.01%	181
2020 Q1	$12K	Sell	179 -171	-49%	-$12.1K	0.01%	176
2019 Q4	$24K	Buy	+350	New	+$23.9K	0.02%	153

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

Walled Lake Planning & Wealth Management's CL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2021, closing a stake of 300 shares — an estimated $23K sold.

Walled Lake Planning & Wealth Management first reported a position in CL in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2019. 1,704 funds tracked by Wall St. Rank hold CL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 300 Colgate-Palmolive shares in Q4 2021, an estimated $23K.
Walled Lake Planning & Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Colgate-Palmolive position peaked at $24K in Q4 2019.
1,704 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.