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
2020 Q4	–	Sell	-1,436	Closed	-$302K	–	320
2020 Q3	$302K	Buy	+1,436	New	+$320K	0.08%	190

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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.