Cascadia Advisory Services’s Clorox CLX Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$2.66M	Buy	16,044 +3,972	+33%	+$684K	0.54%	66
2021 Q2	$2.17M	Buy	12,072 +1,324	+12%	+$242K	0.47%	84
2021 Q1	$2.07M	Buy	+10,748	New	+$2.07M	0.46%	73
2020 Q3	$1.48M	Buy	+7,021	New	+$1.56M	0.41%	73

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cascadia Advisory Services's CLX Position: Q3 2021 in Review

Cascadia Advisory Services increased its Clorox (CLX) stake by 33% in Q3 2021, buying an estimated $684K and bringing the position to 16,044 shares worth $2.66M. The position accounts for 0.54% of the portfolio, ranked #66.

Cascadia Advisory Services first reported a position in CLX in Q3 2020 and has held it in 4 quarters since. 1,135 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

Cascadia Advisory Services held 16,044 shares of Clorox worth $2.66M as of Q3 2021.
Cascadia Advisory Services bought 3,972 Clorox shares in Q3 2021, an estimated $684K.
Clorox made up 0.54% of Cascadia Advisory Services's portfolio in Q3 2021, its #66 holding.
Cascadia Advisory Services first reported a position in Clorox in Q3 2020 and has held it in 4 quarters since.
1,135 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.