Fort Point Capital Partners’s Clorox CLX Stock Holding History

Fort Point Capital Partners’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	–	Sell	-1,726	Closed	-$226K	–	305
2023 Q3	$226K	Hold	1,726	–	–	0.03%	248
2023 Q2	$275K	Sell	1,726 -580	-25%	-$93.6K	0.04%	225
2023 Q1	$365K	Buy	+2,306	New	+$346K	0.06%	196
2022 Q4	–	Sell	-1,599	Closed	-$205K	–	285
2022 Q3	$205K	Hold	1,599	–	–	0.03%	256
2022 Q2	$225K	Sell	1,599 -150	-9%	-$21.4K	0.04%	253
2022 Q1	$243K	Buy	+1,749	New	+$268K	0.03%	253
2021 Q3	–	Sell	-1,250	Closed	-$225K	–	252
2021 Q2	$225K	Buy	+1,250	New	+$228K	0.04%	151

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fort Point Capital Partners's CLX Position: Q4 2023 in Review

Fort Point Capital Partners sold out of Clorox (CLX) in Q4 2023, closing a stake of 1,726 shares — an estimated $226K sold.

Fort Point Capital Partners first reported a position in CLX in Q2 2021 and held it in 7 quarters. The position peaked at $365K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

Fort Point Capital Partners reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
Fort Point Capital Partners sold 1,726 Clorox shares in Q4 2023, an estimated $226K.
Fort Point Capital Partners first reported a position in Clorox in Q2 2021 and held it in 7 quarters.
Fort Point Capital Partners's Clorox position peaked at $365K in Q1 2023.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.