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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

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Holocene Advisors
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

Cooper Financial Group's CLX Position: Q4 2023 in Review

Cooper Financial Group sold out of Clorox (CLX) in Q4 2023, closing a stake of 1,701 shares — an estimated $223K sold.

Cooper Financial Group first reported a position in CLX in Q2 2019 and held it in 12 quarters. The position peaked at $497K in Q2 2020. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Cooper Financial Group reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
  • Cooper Financial Group sold 1,701 Clorox shares in Q4 2023, an estimated $223K.
  • Cooper Financial Group first reported a position in Clorox in Q2 2019 and held it in 12 quarters.
  • Cooper Financial Group's Clorox position peaked at $497K in Q2 2020.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Cooper Financial Group's 13F filing for Q4 2023, filed 16 Jan 2024.