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Wealth Dimensions Group’s Colgate-Palmolive CL Stock Holding History

Wealth Dimensions Group’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
2023
Q1 		– Sell
-5,100
Closed -$402K – 135
2022
Q4 		$402K Buy
5,100
+2,086
+69% +$156K 0.16% 86
2022
Q3 		$212K Hold
3,014
– – 0.1% 112
2022
Q2 		$242K Buy
3,014
+2
+0.1% +$156 0.11% 108
2022
Q1 		$228K Buy
3,012
+3
+0.1% +$238 0.11% 122
2021
Q4 		$257K Buy
3,009
+302
+11% +$23.6K 0.13% 115
2021
Q3 		$205K Buy
+2,707
New +$215K 0.13% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Dimensions Group's CL Position: Q1 2023 in Review

Wealth Dimensions Group sold out of Colgate-Palmolive (CL) in Q1 2023, closing a stake of 5,100 shares — an estimated $402K sold.

Wealth Dimensions Group first reported a position in CL in Q3 2021 and held it in 6 quarters. The position peaked at $402K in Q4 2022. 1,657 funds tracked by Wall St. Rank hold CL as of Q1 2023.

  • Wealth Dimensions Group reported no remaining Colgate-Palmolive position as of Q1 2023 after selling out during the quarter.
  • Wealth Dimensions Group sold 5,100 Colgate-Palmolive shares in Q1 2023, an estimated $402K.
  • Wealth Dimensions Group first reported a position in Colgate-Palmolive in Q3 2021 and held it in 6 quarters.
  • Wealth Dimensions Group's Colgate-Palmolive position peaked at $402K in Q4 2022.
  • 1,657 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2023.

Based on Wealth Dimensions Group's 13F filing for Q1 2023, filed 9 May 2023.