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Wealthcare Capital Management’s Colgate-Palmolive CL Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-230
Closed -$18K – 179
2021
Q1 		$18K Buy
+230
New +$18K ﹤0.01% 219
2020
Q2 		– Sell
-43
Closed -$3K – 83
2020
Q1 		$3K Sell
43
-19
-31% -$1.34K ﹤0.01% 203
2019
Q4 		$4K Buy
+62
New +$4.23K ﹤0.01% 277
2015
Q3 		– Sell
-47
Closed -$3K – 267
2015
Q2 		$3K Sell
47
-76
-62% -$5.16K ﹤0.01% 297
2015
Q1 		$9K Buy
+123
New +$8.5K ﹤0.01% 504

Other funds holding CL

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's CL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Colgate-Palmolive (CL) in Q2 2021, closing a stake of 230 shares — an estimated $18K sold.

Wealthcare Capital Management first reported a position in CL in Q1 2015 and held it in 5 quarters. The position peaked at $18K in Q1 2021. 1,634 funds tracked by Wall St. Rank hold CL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Colgate-Palmolive position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 230 Colgate-Palmolive shares in Q2 2021, an estimated $18K.
  • Wealthcare Capital Management first reported a position in Colgate-Palmolive in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Colgate-Palmolive position peaked at $18K in Q1 2021.
  • 1,634 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.