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Goodwin Investment Advisory’s Clorox CLX Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-83
Closed -$11.6K – 106
2022
Q4 		$11.6K Hold
83
– – 0.01% 150
2022
Q3 		$11K Hold
83
– – 0.01% 145
2022
Q2 		$11.7K Hold
83
– – 0.01% 112
2022
Q1 		$12K Sell
83
-80
-49% -$12.3K 0.01% 138
2021
Q4 		$28K Hold
163
– – 0.02% 102
2021
Q3 		$27K Hold
163
– – 0.03% 94
2021
Q2 		$29K Sell
163
-7
-4% -$1.28K 0.03% 89
2021
Q1 		$33K Buy
+170
New +$32.7K 0.04% 96

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goodwin Investment Advisory's CLX Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Clorox (CLX) in Q1 2023, closing a stake of 83 shares — an estimated $11.6K sold.

Goodwin Investment Advisory first reported a position in CLX in Q1 2021 and held it in 8 quarters. The position peaked at $33K in Q1 2021. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 83 Clorox shares in Q1 2023, an estimated $11.6K.
  • Goodwin Investment Advisory first reported a position in Clorox in Q1 2021 and held it in 8 quarters.
  • Goodwin Investment Advisory's Clorox position peaked at $33K in Q1 2021.
  • 1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.