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Baystate Wealth Management’s Clorox CLX Stock Holding History

Baystate Wealth Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$108K Buy
755
+4
+0.5% +$533 0.01% 268
2023
Q3 		$98.4K Buy
751
+5
+0.7% +$760 0.01% 255
2023
Q2 		$119K Buy
746
+3
+0.4% +$484 0.01% 238
2023
Q1 		$118K Buy
743
+5
+0.7% +$750 0.01% 228
2022
Q4 		$104K Buy
738
+4
+0.5% +$568 0.01% 251
2022
Q3 		$94K Buy
734
+4
+0.5% +$577 0.01% 236
2022
Q2 		$103K Buy
730
+4
+0.6% +$571 0.01% 234
2022
Q1 		$101K Sell
726
-5
-0.7% -$766 0.01% 244
2021
Q4 		$128K Buy
731
+13
+2% +$2.17K 0.01% 218
2021
Q3 		$119K Buy
718
+3
+0.4% +$517 0.01% 198
2021
Q2 		$129K Buy
715
+3
+0.4% +$548 0.01% 185
2021
Q1 		$137K Buy
712
+4
+0.6% +$770 0.01% 167
2020
Q4 		$143K Buy
708
+4
+0.6% +$828 0.02% 143
2020
Q3 		$148K Buy
704
+4
+0.6% +$891 0.02% 134
2020
Q2 		$154K Buy
700
+3
+0.4% +$599 0.02% 127
2020
Q1 		$121K Sell
697
-42
-6% -$6.94K 0.02% 131
2019
Q4 		$114K Buy
739
+5
+0.7% +$747 0.01% 156
2019
Q3 		$111K Buy
734
+5
+0.7% +$790 0.01% 147
2019
Q2 		$111K Buy
729
+51
+8% +$7.79K 0.01% 144
2019
Q1 		$105K Buy
678
+4
+0.6% +$621 0.01% 144
2018
Q4 		$104K Sell
674
-171
-20% -$26.6K 0.02% 132
2018
Q3 		$125K Buy
845
+179
+27% +$25.4K 0.02% 109
2018
Q2 		$89K Hold
666
– – 0.01% 134
2018
Q1 		$76K Hold
666
– – 0.01% 146
2017
Q4 		$96K Hold
666
– – 0.01% 135
2017
Q3 		$85K Hold
666
– – 0.01% 136
2017
Q2 		$88K Buy
666
+3
+0.5% +$405 0.02% 124
2017
Q1 		$89K Buy
663
+34
+5% +$4.4K 0.02% 124
2016
Q4 		$77K Buy
+629
New +$74.2K 0.02% 123

Other funds holding CLX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Baystate Wealth Management's CLX Position: Q4 2023 in Review

Baystate Wealth Management increased its Clorox (CLX) stake by 0.53% in Q4 2023, buying an estimated $533 and bringing the position to 755 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #268.

Baystate Wealth Management first reported a position in CLX in Q4 2016 and has held it in 29 quarters since. The position peaked at $154K in Q2 2020. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Baystate Wealth Management held 755 shares of Clorox worth $108K as of Q4 2023.
  • Baystate Wealth Management bought 4 Clorox shares in Q4 2023, an estimated $533.
  • Clorox made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #268 holding.
  • Baystate Wealth Management first reported a position in Clorox in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Clorox position peaked at $154K in Q2 2020.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.