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FourThought Financial Partners’s Clorox CLX Stock Holding History

FourThought Financial 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
Q2 		– Sell
-1,376
Closed -$218K – 333
2023
Q1 		$218K Sell
1,376
-254
-16% -$38.1K 0.03% 296
2022
Q4 		$229K Buy
+1,630
New +$231K 0.03% 285

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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial Partners's CLX Position: Q2 2023 in Review

FourThought Financial Partners sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,376 shares — an estimated $218K sold.

FourThought Financial Partners first reported a position in CLX in Q4 2022 and held it in 2 quarters. The position peaked at $229K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • FourThought Financial Partners reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 1,376 Clorox shares in Q2 2023, an estimated $218K.
  • FourThought Financial Partners first reported a position in Clorox in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's Clorox position peaked at $229K in Q4 2022.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.