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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

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cornerstone Wealth Management's CLX Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of Clorox (CLX) in Q3 2023, closing a stake of 1,309 shares — an estimated $208K sold.

Cornerstone Wealth Management first reported a position in CLX in Q2 2020 and held it in 5 quarters. The position peaked at $283K in Q1 2021. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Cornerstone Wealth Management reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,309 Clorox shares in Q3 2023, an estimated $208K.
  • Cornerstone Wealth Management first reported a position in Clorox in Q2 2020 and held it in 5 quarters.
  • Cornerstone Wealth Management's Clorox position peaked at $283K in Q1 2021.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.