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Cooper Financial Group’s Clorox CLX Stock Holding History

Cooper Financial Group’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
-1,701
Closed -$223K – 346
2023
Q3 		$223K Sell
1,701
-155
-8% -$23.6K 0.05% 300
2023
Q2 		$295K Buy
+1,856
New +$299K 0.07% 254
2021
Q4 		– Sell
-2,298
Closed -$381K – 241
2021
Q3 		$381K Buy
2,298
+8
+0.3% +$1.38K 0.08% 156
2021
Q2 		$412K Sell
2,290
-272
-11% -$49.6K 0.08% 143
2021
Q1 		$494K Buy
2,562
+232
+10% +$44.7K 0.11% 124
2020
Q4 		$471K Buy
2,330
+196
+9% +$40.6K 0.1% 155
2020
Q3 		$449K Sell
2,134
-131
-6% -$29.2K 0.13% 111
2020
Q2 		$497K Buy
2,265
+86
+4% +$17.2K 0.16% 89
2020
Q1 		$378K Buy
2,179
+395
+22% +$65.3K 0.16% 93
2019
Q4 		$274K Buy
1,784
+103
+6% +$15.4K 0.11% 115
2019
Q3 		$255K Buy
1,681
+3
+0.2% +$474 0.12% 116
2019
Q2 		$257K Buy
+1,678
New +$256K 0.12% 104

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return