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Freedman Financial Associates’s Clorox CLX Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-50
Closed -$7K – 69
2022
Q1 		$7K Hold
50
– – ﹤0.01% 384
2021
Q4 		$9K Hold
50
– – 0.01% 344
2021
Q3 		$8K Hold
50
– – 0.01% 359
2021
Q2 		$9K Hold
50
– – 0.01% 349
2021
Q1 		$10K Hold
50
– – 0.01% 351
2020
Q4 		$10K Buy
+50
New +$10.3K 0.01% 349

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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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's CLX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Clorox (CLX) in Q2 2022, closing a stake of 50 shares — an estimated $7K sold.

Freedman Financial Associates first reported a position in CLX in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 50 Clorox shares in Q2 2022, an estimated $7K.
  • Freedman Financial Associates first reported a position in Clorox in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Clorox position peaked at $10K in Q1 2021.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.