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WealthPLAN Partners’s Colgate-Palmolive CL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-667
Closed -$51.4K – 448
2023
Q2 		$51.4K Sell
667
-266
-29% -$20.6K 0.01% 504
2023
Q1 		$70.1K Buy
+933
New +$69.4K 0.01% 493
2016
Q3 		$6.26K Sell
86
-36
-30% -$2.66K ﹤0.01% 669
2016
Q2 		$6.3K Buy
+122
New +$8.69K ﹤0.01% 1902
2015
Q4 		$6.74K Buy
+203
New +$13.5K ﹤0.01% 1264
2015
Q2 		$3K Sell
43
-32
-43% -$2.17K ﹤0.01% 359
2015
Q1 		$4K Buy
+75
New +$5.18K ﹤0.01% 433

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's CL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 667 shares — an estimated $51.4K sold.

WealthPLAN Partners first reported a position in CL in Q1 2015 and held it in 7 quarters. The position peaked at $70.1K in Q1 2023. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 667 Colgate-Palmolive shares in Q3 2023, an estimated $51.4K.
  • WealthPLAN Partners first reported a position in Colgate-Palmolive in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Colgate-Palmolive position peaked at $70.1K in Q1 2023.
  • 1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.