Wipfli Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Wipfli Financial 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
2022 Q3	$287K	Buy	+4,092	New	+$321K	0.02%	338

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 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

Wipfli Financial Advisors's CL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Colgate-Palmolive (CL) in Q3 2022: 4,092 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings.

1,614 funds tracked by Wall St. Rank hold CL as of Q3 2022.

Wipfli Financial Advisors held 4,092 shares of Colgate-Palmolive worth $287K as of Q3 2022.
Colgate-Palmolive was a new Wipfli Financial Advisors position in Q3 2022.
Colgate-Palmolive made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #338 holding.
1,614 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.