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WIA
Wealthstreet Investment Advisors’s
Colgate-Palmolive
CL
Stock Holding History
Wealthstreet Investment Advisors’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
-854
Closed
-$69K
–
74
2021
Q2
$69K
Sell
854
-85,832
-99%
-$7.02M
0.36%
54
2021
Q1
$6.83M
Sell
86,686
-713
-0.8%
-$55.9K
0.67%
37
2020
Q4
$7.47M
Sell
87,399
-466
-0.5%
-$38.5K
0.76%
31
2020
Q3
$6.78M
Sell
87,865
-100
-0.1%
-$7.63K
0.76%
32
2020
Q2
$6.45M
Sell
87,965
-8,883
-9%
-$631K
0.79%
34
2020
Q1
$6.43M
Sell
96,848
-6,603
-6%
-$466K
0.95%
28
2019
Q4
$7.12M
Sell
103,451
-4,400
-4%
-$300K
0.83%
33
2019
Q3
$7.33M
Sell
107,851
-2,023
-2%
-$147K
0.94%
28
2019
Q2
$7.88M
Buy
109,874
+557
+0.5%
+$39.5K
1.02%
24
2019
Q1
$7.49M
Sell
109,317
-2,500
-2%
-$161K
0.99%
24
2018
Q4
$7.01M
Sell
111,817
-6,076
-5%
-$380K
0.98%
26
2018
Q3
$7.89M
Sell
117,893
-3,200
-3%
-$213K
0.97%
23
2018
Q2
$7.85M
Sell
121,093
-245
-0.2%
-$16K
1.04%
22
2018
Q1
$8.7M
Sell
121,338
-1,735
-1%
-$125K
1.09%
21
2017
Q4
$9.29M
Buy
+123,073
New
+$8.99M
1.12%
20
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$1.37T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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