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Castleview Partners’s Clorox CLX Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-9
Closed -$1.23K – 604
2024
Q2 		$1.23K Buy
+9
New +$1.25K ﹤0.01% 792
2023
Q3 		– Sell
-38
Closed -$6.08K – 688
2023
Q2 		$6.08K Hold
38
– – 0.01% 487
2023
Q1 		$6K Hold
38
– – 0.01% 480
2022
Q4 		$5.28K Buy
+38
New +$5.39K 0.01% 443
2021
Q2 		$10K Buy
+54
New +$9.86K ﹤0.01% 686

Other funds holding CLX

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Castleview Partners's CLX Position: Q3 2024 in Review

Castleview Partners sold out of Clorox (CLX) in Q3 2024, closing a stake of 9 shares — an estimated $1.23K sold.

Castleview Partners first reported a position in CLX in Q2 2021 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 1,151 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

  • Castleview Partners reported no remaining Clorox position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 9 Clorox shares in Q3 2024, an estimated $1.23K.
  • Castleview Partners first reported a position in Clorox in Q2 2021 and held it in 5 quarters.
  • Castleview Partners's Clorox position peaked at $10K in Q2 2021.
  • 1,151 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.