CAM
CLX icon

Concorde Asset Management’s Clorox CLX Stock Holding History

Concorde Asset 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
2022
Q1 		– Sell
-1,238
Closed -$216K – 159
2021
Q4 		$216K Sell
1,238
-260
-17% -$43.3K 0.13% 151
2021
Q3 		$248K Sell
1,498
-596
-28% -$103K 0.14% 162
2021
Q2 		$377K Sell
2,094
-7
-0.3% -$1.28K 0.21% 118
2021
Q1 		$405K Buy
2,101
+321
+18% +$61.8K 0.23% 103
2020
Q4 		$359K Sell
1,780
-170
-9% -$35.2K 0.2% 93
2020
Q3 		$410K Buy
+1,950
New +$434K 0.23% 104

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concorde Asset Management's CLX Position: Q1 2022 in Review

Concorde Asset Management sold out of Clorox (CLX) in Q1 2022, closing a stake of 1,238 shares — an estimated $216K sold.

Concorde Asset Management first reported a position in CLX in Q3 2020 and held it in 6 quarters. The position peaked at $410K in Q3 2020. 1,095 funds tracked by Wall St. Rank hold CLX as of Q1 2022.

  • Concorde Asset Management reported no remaining Clorox position as of Q1 2022 after selling out during the quarter.
  • Concorde Asset Management sold 1,238 Clorox shares in Q1 2022, an estimated $216K.
  • Concorde Asset Management first reported a position in Clorox in Q3 2020 and held it in 6 quarters.
  • Concorde Asset Management's Clorox position peaked at $410K in Q3 2020.
  • 1,095 funds tracked by Wall St. Rank held Clorox as of Q1 2022.

Based on Concorde Asset Management's 13F filing for Q1 2022, filed 22 Apr 2022.