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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

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's CL Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Colgate-Palmolive (CL) in Q3 2021, closing a stake of 854 shares — an estimated $69K sold.

Wealthstreet Investment Advisors first reported a position in CL in Q4 2017 and held it in 15 quarters. The position peaked at $9.29M in Q4 2017. 1,585 funds tracked by Wall St. Rank hold CL as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Colgate-Palmolive position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 854 Colgate-Palmolive shares in Q3 2021, an estimated $69K.
  • Wealthstreet Investment Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Colgate-Palmolive position peaked at $9.29M in Q4 2017.
  • 1,585 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.