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DFPG Investments’s Clorox CLX Stock Holding History

DFPG Investments’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 		$340K Sell
2,402
-344
-13% -$45.9K 0.03% 492
2023
Q3 		$363K Sell
2,746
-636
-19% -$96.7K 0.03% 431
2023
Q2 		$523K Sell
3,382
-2,050
-38% -$331K 0.05% 361
2023
Q1 		$860K Buy
5,432
+1,455
+37% +$218K 0.09% 229
2022
Q4 		$565K Buy
+3,977
New +$564K 0.09% 235
2021
Q1 		– Sell
-3,468
Closed -$686K – 164
2020
Q4 		$686K Buy
3,468
+492
+17% +$102K 0.32% 89
2020
Q3 		$640K Buy
+2,976
New +$663K 0.34% 84

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

DFPG Investments's CLX Position: Q4 2023 in Review

DFPG Investments reduced its Clorox (CLX) stake by 13% in Q4 2023, selling an estimated $45.9K and leaving 2,402 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #492.

DFPG Investments first reported a position in CLX in Q3 2020 and has held it in 7 quarters since. The position peaked at $860K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • DFPG Investments held 2,402 shares of Clorox worth $340K as of Q4 2023.
  • DFPG Investments sold 344 Clorox shares in Q4 2023, an estimated $45.9K.
  • Clorox made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #492 holding.
  • DFPG Investments first reported a position in Clorox in Q3 2020 and has held it in 7 quarters since.
  • DFPG Investments's Clorox position peaked at $860K in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.