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Cypress Wealth Services’s Clorox CLX Stock Holding History

Cypress Wealth Services’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
2021
Q3 		– Sell
-1,388
Closed -$250K – 232
2021
Q2 		$250K Buy
1,388
+7
+0.5% +$1.28K 0.07% 218
2021
Q1 		$266K Buy
1,381
+8
+0.6% +$1.54K 0.06% 239
2020
Q4 		$277K Buy
+1,373
New +$284K 0.06% 216
2020
Q3 		– Sell
-1,496
Closed -$333K – 298
2020
Q2 		$328K Buy
+1,496
New +$299K 0.08% 189
2019
Q1 		– Sell
-1,307
Closed -$202K – 265
2018
Q4 		$202K Buy
+1,307
New +$204K 0.08% 201

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cypress Wealth Services's CLX Position: Q3 2021 in Review

Cypress Wealth Services sold out of Clorox (CLX) in Q3 2021, closing a stake of 1,388 shares — an estimated $250K sold.

Cypress Wealth Services first reported a position in CLX in Q4 2018 and held it in 5 quarters. The position peaked at $328K in Q2 2020. 1,136 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Cypress Wealth Services reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 1,388 Clorox shares in Q3 2021, an estimated $250K.
  • Cypress Wealth Services first reported a position in Clorox in Q4 2018 and held it in 5 quarters.
  • Cypress Wealth Services's Clorox position peaked at $328K in Q2 2020.
  • 1,136 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.