Centerpoint Advisors’s Clorox CLX Stock Holding History

Centerpoint Advisors’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	–	Sell	-4	Closed	-$1K	–	455
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	480
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	484
2023 Q1	$1K	Buy	+4	New	+$600	﹤0.01%	479
2018 Q3	–	Sell	-10	Closed	-$1K	–	261
2018 Q2	$1K	Buy	+10	New	+$1.23K	﹤0.01%	343

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Centerpoint Advisors's CLX Position: Q4 2023 in Review

Centerpoint Advisors sold out of Clorox (CLX) in Q4 2023, closing a stake of 4 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in CLX in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

Centerpoint Advisors reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 4 Clorox shares in Q4 2023, an estimated $1K.
Centerpoint Advisors first reported a position in Clorox in Q2 2018 and held it in 4 quarters.
Centerpoint Advisors's Clorox position peaked at $1K in Q3 2023.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.