Focused Wealth Management’s Clorox CLX Stock Holding History

Focused Wealth Management’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	-550	Closed	-$99K	–	1005
2021 Q2	$99K	Hold	550	–	–	0.02%	292
2021 Q1	$106K	Hold	550	–	–	0.02%	268
2020 Q4	$111K	Hold	550	–	–	0.02%	238
2020 Q3	$116K	Hold	550	–	–	0.03%	223
2020 Q2	$121K	Sell	550 -300	-35%	-$59.9K	0.03%	192
2020 Q1	$147K	Sell	850 -405	-32%	-$66.9K	0.04%	144
2019 Q4	$193K	Hold	1,255	–	–	0.05%	156
2019 Q3	$191K	Buy	1,255 +850	+210%	+$134K	0.05%	143
2019 Q2	$62K	Hold	405	–	–	0.02%	298
2019 Q1	$65K	Hold	405	–	–	0.02%	267
2018 Q4	$62K	Hold	405	–	–	0.02%	281
2018 Q3	$61K	Hold	405	–	–	0.02%	276
2018 Q2	$55K	Hold	405	–	–	0.02%	268
2018 Q1	$54K	Hold	405	–	–	0.02%	292
2017 Q4	$60K	Hold	405	–	–	0.02%	282
2017 Q3	$53K	Sell	405 -1,850	-82%	-$249K	0.02%	229
2017 Q2	$300K	Hold	2,255	–	–	0.11%	109
2017 Q1	$304K	Hold	2,255	–	–	0.12%	106
2016 Q4	$271K	Hold	2,255	–	–	0.11%	108
2016 Q3	$282K	Hold	2,255	–	–	0.12%	102
2016 Q2	$312K	Buy	2,255 +1,850	+457%	+$240K	0.14%	92
2016 Q1	$51K	Hold	405	–	–	0.03%	190
2015 Q4	$51K	Hold	405	–	–	0.03%	204
2015 Q3	$47K	Hold	405	–	–	0.03%	206
2015 Q2	$42K	Hold	405	–	–	0.03%	225
2015 Q1	$45K	Hold	405	–	–	0.03%	214
2014 Q4	$42K	Hold	405	–	–	0.03%	209
2014 Q3	$39K	Buy	+405	New	+$36.6K	0.03%	222

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

Focused Wealth Management's CLX Position: Q3 2021 in Review

Focused Wealth Management sold out of Clorox (CLX) in Q3 2021, closing a stake of 550 shares — an estimated $99K sold.

Focused Wealth Management first reported a position in CLX in Q3 2014 and held it in 28 quarters. The position peaked at $312K in Q2 2016. 1,136 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

Focused Wealth Management reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 550 Clorox shares in Q3 2021, an estimated $99K.
Focused Wealth Management first reported a position in Clorox in Q3 2014 and held it in 28 quarters.
Focused Wealth Management's Clorox position peaked at $312K in Q2 2016.
1,136 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.