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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 Sell
100
-19,188
-99% -$3.5M 0.01% 389
2021
Q1 		$100K Buy
19,288
+19,162
+15,208% +$3.69M 0.01% 487
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return