WWM
CL icon

Western Wealth Management’s Colgate-Palmolive CL Stock Holding History

Western Wealth Management’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
2022
Q3 		– Sell
-2,723
Closed -$218K – 814
2022
Q2 		$218K Buy
+2,723
New +$213K 0.01% 710
2021
Q2 		$263K Buy
+3,228
New +$264K 0.03% 531

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Wealth Management's CL Position: Q3 2022 in Review

Western Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2022, closing a stake of 2,723 shares — an estimated $218K sold.

Western Wealth Management first reported a position in CL in Q2 2021 and held it in 2 quarters. The position peaked at $263K in Q2 2021. 1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

  • Western Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 2,723 Colgate-Palmolive shares in Q3 2022, an estimated $218K.
  • Western Wealth Management first reported a position in Colgate-Palmolive in Q2 2021 and held it in 2 quarters.
  • Western Wealth Management's Colgate-Palmolive position peaked at $263K in Q2 2021.
  • 1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.