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Wealthspire Advisors (Maryland)’s Colgate-Palmolive CL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$483K Sell
6,258
-299
-5% -$22.8K 0.02% 278
2020
Q2 		$480K Sell
6,557
-67
-1% -$4.76K 0.03% 266
2020
Q1 		$440K Buy
6,624
+342
+5% +$24.1K 0.04% 252
2019
Q4 		$432K Buy
6,282
+245
+4% +$16.7K 0.03% 304
2019
Q3 		$444K Sell
6,037
-921
-13% -$66.8K 0.03% 275
2019
Q2 		$499K Buy
6,958
+110
+2% +$7.81K 0.04% 255
2019
Q1 		$469K Buy
6,848
+199
+3% +$12.9K 0.04% 264
2018
Q4 		$396K Sell
6,649
-205
-3% -$12.8K 0.04% 262
2018
Q3 		$459K Sell
6,854
-243
-3% -$16.2K 0.04% 264
2018
Q2 		$460K Sell
7,097
-31
-0.4% -$2.03K 0.04% 253
2018
Q1 		$511K Sell
7,128
-4,078
-36% -$293K 0.05% 240
2017
Q4 		$845K Buy
11,206
+1,469
+15% +$107K 0.08% 154
2017
Q3 		$709K Buy
9,737
+280
+3% +$20.2K 0.08% 173
2017
Q2 		$701K Buy
9,457
+840
+10% +$62.4K 0.08% 162
2017
Q1 		$631K Buy
8,617
+2,644
+44% +$185K 0.09% 147
2016
Q4 		$391K Sell
5,973
-1,018
-15% -$69.8K 0.06% 219
2016
Q3 		$518K Buy
6,991
+18
+0.3% +$1.33K 0.08% 166
2016
Q2 		$510K Buy
6,973
+1,594
+30% +$114K 0.09% 159
2016
Q1 		$380K Buy
5,379
+1,073
+25% +$71.4K 0.07% 199
2015
Q4 		$287K Buy
+4,306
New +$286K 0.05% 263

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Colgate-Palmolive (CL) stake by 4.6% in Q3 2020, selling an estimated $22.8K and leaving 6,258 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #278.

Wealthspire Advisors (Maryland) first reported a position in CL in Q4 2015 and has held it in 20 quarters since. The position peaked at $845K in Q4 2017. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,258 shares of Colgate-Palmolive worth $483K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 299 Colgate-Palmolive shares in Q3 2020, an estimated $22.8K.
  • Colgate-Palmolive made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #278 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Colgate-Palmolive position peaked at $845K in Q4 2017.
  • 1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.