Heritage Financial Services’s Clorox CLX Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-219	Closed	-$30K	–	139
2022 Q2	$30K	Buy	+219	New	+$31.3K	0.02%	201

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Financial Services's CLX Position: Q3 2022 in Review

Heritage Financial Services sold out of Clorox (CLX) in Q3 2022, closing a stake of 219 shares — an estimated $30K sold.

Heritage Financial Services first reported a position in CLX in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

Heritage Financial Services reported no remaining Clorox position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 219 Clorox shares in Q3 2022, an estimated $30K.
Heritage Financial Services first reported a position in Clorox in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Clorox position peaked at $30K in Q2 2022.
1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.