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Granite Bay Wealth Management’s Clorox CLX Stock Holding History

Granite Bay Wealth Management’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
2024
Q1 		– Sell
-4,100
Closed -$569K – 101
2023
Q4 		$569K Buy
+4,100
New +$547K 0.01% 246

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Granite Bay Wealth Management's CLX Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Clorox (CLX) in Q1 2024, closing a stake of 4,100 shares — an estimated $569K sold.

Granite Bay Wealth Management first reported a position in CLX in Q4 2023 and held it in 1 quarter. The position peaked at $569K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 4,100 Clorox shares in Q1 2024, an estimated $569K.
  • Granite Bay Wealth Management first reported a position in Clorox in Q4 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's Clorox position peaked at $569K in Q4 2023.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.