WealthShield Partners’s Colgate-Palmolive CL Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-675	Closed	-$55K	–	317
2021 Q2	$55K	Buy	675 +85	+14%	+$6.95K	0.01%	457
2021 Q1	$47K	Buy	+590	New	+$46.2K	0.01%	467
2020 Q3	–	Sell	-2,795	Closed	-$205K	–	388
2020 Q2	$205K	Buy	+2,795	New	+$199K	0.09%	197
2020 Q1	–	Sell	-3,193	Closed	-$220K	–	272
2019 Q4	$220K	Buy	+3,193	New	+$218K	0.11%	168

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WealthShield Partners's CL Position: Q3 2021 in Review

WealthShield Partners sold out of Colgate-Palmolive (CL) in Q3 2021, closing a stake of 675 shares — an estimated $55K sold.

WealthShield Partners first reported a position in CL in Q4 2019 and held it in 4 quarters. The position peaked at $220K in Q4 2019. 1,583 funds tracked by Wall St. Rank hold CL as of Q3 2021.

WealthShield Partners reported no remaining Colgate-Palmolive position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 675 Colgate-Palmolive shares in Q3 2021, an estimated $55K.
WealthShield Partners first reported a position in Colgate-Palmolive in Q4 2019 and held it in 4 quarters.
WealthShield Partners's Colgate-Palmolive position peaked at $220K in Q4 2019.
1,583 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.