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Boston Financial Management’s Clorox CLX Stock Holding History

Boston Financial 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
Q2 		– Sell
-1,599
Closed -$253K – 309
2023
Q1 		$253K Hold
1,599
– – 0.01% 287
2022
Q4 		$224K Buy
1,599
+20
+1% +$2.84K 0.01% 301
2022
Q3 		$203K Sell
1,579
-33
-2% -$4.76K 0.01% 294
2022
Q2 		$227K Hold
1,612
– – 0.01% 272
2022
Q1 		$224K Sell
1,612
-64
-4% -$9.81K 0.01% 272
2021
Q4 		$292K Hold
1,676
– – 0.01% 232
2021
Q3 		$278K Buy
+1,676
New +$289K 0.01% 228
2020
Q3 		– Sell
-822
Closed -$180K – 245
2020
Q2 		$180K Sell
822
-490
-37% -$97.9K 0.01% 241
2020
Q1 		$227K Buy
+1,312
New +$217K 0.01% 212
2014
Q1 		– Sell
-7,175
Closed -$666K – 202
2013
Q4 		$666K Sell
7,175
-875
-11% -$78.8K 0.09% 151
2013
Q3 		$658K Sell
8,050
-25
-0.3% -$2.11K 0.1% 148
2013
Q2 		$671K Buy
+8,075
New +$695K 0.1% 148

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Financial Management's CLX Position: Q2 2023 in Review

Boston Financial Management sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,599 shares — an estimated $253K sold.

Boston Financial Management first reported a position in CLX in Q2 2013 and held it in 12 quarters. The position peaked at $671K in Q2 2013. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Boston Financial Management reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Boston Financial Management sold 1,599 Clorox shares in Q2 2023, an estimated $253K.
  • Boston Financial Management first reported a position in Clorox in Q2 2013 and held it in 12 quarters.
  • Boston Financial Management's Clorox position peaked at $671K in Q2 2013.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Boston Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.