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Cornerstone Wealth Management’s Clorox CLX Stock Holding History

Cornerstone Wealth 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
2023
Q3 		– Sell
-1,309
Closed -$208K – 525
2023
Q2 		$208K Buy
+1,309
New +$211K 0.02% 480
2021
Q2 		– Sell
-1,468
Closed -$283K – 479
2021
Q1 		$283K Buy
1,468
+173
+13% +$33.3K 0.03% 361
2020
Q4 		$261K Buy
1,295
+285
+28% +$59K 0.03% 354
2020
Q3 		$212K Sell
1,010
-5
-0.5% -$1.11K 0.03% 362
2020
Q2 		$223K Buy
+1,015
New +$203K 0.04% 340
2018
Q4 		– Sell
-14,699
Closed -$115K – 474
2018
Q3 		$115K Buy
14,699
+680
+5% +$96.6K ﹤0.01% 1262
2018
Q2 		$105K Buy
+14,019
New +$1.73M ﹤0.01% 1403

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return