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Financial Perspectives’s Clorox CLX Stock Holding History

Financial Perspectives’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
Q1 		– Sell
-100
Closed -$14K – 686
2022
Q4 		$14K Hold
100
– – 0.01% 401
2022
Q3 		$12.8K Hold
100
– – 0.01% 406
2022
Q2 		$14.1K Hold
100
– – 0.01% 395
2022
Q1 		$13.9K Hold
100
– – 0.01% 416
2021
Q4 		$17.4K Hold
100
– – 0.01% 375
2021
Q3 		$16.6K Hold
100
– – 0.01% 375
2021
Q2 		$18K Hold
100
– – 0.01% 389
2021
Q1 		$19.3K Sell
100
-26
-21% -$5K 0.01% 369
2020
Q4 		$25.5K Hold
126
– – 0.01% 307
2020
Q3 		$26.5K Hold
126
– – 0.02% 259
2020
Q2 		$27.7K Buy
126
+26
+26% +$5.2K 0.02% 237
2020
Q1 		$17.3K Hold
100
– – 0.01% 256
2019
Q4 		$15.4K Buy
+100
New +$14.9K 0.01% 290

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Financial Perspectives's CLX Position: Q1 2023 in Review

Financial Perspectives sold out of Clorox (CLX) in Q1 2023, closing a stake of 100 shares — an estimated $14K sold.

Financial Perspectives first reported a position in CLX in Q4 2019 and held it in 13 quarters. The position peaked at $27.7K in Q2 2020. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • Financial Perspectives reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • Financial Perspectives sold 100 Clorox shares in Q1 2023, an estimated $14K.
  • Financial Perspectives first reported a position in Clorox in Q4 2019 and held it in 13 quarters.
  • Financial Perspectives's Clorox position peaked at $27.7K in Q2 2020.
  • 1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Financial Perspectives's 13F filing for Q1 2023, filed 10 Jan 2024.