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WealthPlan Investment Management’s Colgate-Palmolive CL Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-300
Closed -$22.5K – 387
2023
Q1 		$22.5K Buy
+300
New +$22.3K ﹤0.01% 289

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T. Rowe Price Associates
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthPlan Investment Management's CL Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 300 shares — an estimated $22.5K sold.

WealthPlan Investment Management first reported a position in CL in Q1 2023 and held it in 1 quarter. The position peaked at $22.5K in Q1 2023. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 300 Colgate-Palmolive shares in Q2 2023, an estimated $22.5K.
  • WealthPlan Investment Management first reported a position in Colgate-Palmolive in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Colgate-Palmolive position peaked at $22.5K in Q1 2023.
  • 1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.