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Fortis Advisors’s Clorox CLX Stock Holding History

Fortis Advisors’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
Q4 		– Sell
-451
Closed -$75K – 260
2021
Q3 		$75K Hold
451
– – 0.05% 159
2021
Q2 		$81K Hold
451
– – 0.05% 164
2021
Q1 		$87K Buy
+451
New +$86.8K 0.06% 115
2019
Q2 		– Sell
-1,293
Closed -$207K – 330
2019
Q1 		$207K Buy
+1,293
New +$201K 0.11% 111

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Advisors's CLX Position: Q4 2021 in Review

Fortis Advisors sold out of Clorox (CLX) in Q4 2021, closing a stake of 451 shares — an estimated $75K sold.

Fortis Advisors first reported a position in CLX in Q1 2019 and held it in 4 quarters. The position peaked at $207K in Q1 2019. 1,219 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Fortis Advisors reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Fortis Advisors sold 451 Clorox shares in Q4 2021, an estimated $75K.
  • Fortis Advisors first reported a position in Clorox in Q1 2019 and held it in 4 quarters.
  • Fortis Advisors's Clorox position peaked at $207K in Q1 2019.
  • 1,219 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Fortis Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.