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Kelly Financial Services’s Clorox CLX Stock Holding History

Kelly 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
2021
Q4 		– Sell
-9
Closed -$1.54K – 685
2021
Q3 		$1.54K Sell
9
-50
-85% -$8.61K ﹤0.01% 546
2021
Q2 		$10.7K Hold
59
– – 0.01% 333
2021
Q1 		$11.4K Hold
59
– – 0.01% 288
2020
Q4 		$11.9K Hold
59
– – 0.01% 246
2020
Q3 		$12.4K Hold
59
– – 0.01% 227
2020
Q2 		$13K Hold
59
– – 0.01% 209
2020
Q1 		$10.2K Buy
+59
New +$9.75K 0.01% 207

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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Financial Services's CLX Position: Q4 2021 in Review

Kelly Financial Services sold out of Clorox (CLX) in Q4 2021, closing a stake of 9 shares — an estimated $1.54K sold.

Kelly Financial Services first reported a position in CLX in Q1 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2020. 1,220 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Kelly Financial Services reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 9 Clorox shares in Q4 2021, an estimated $1.54K.
  • Kelly Financial Services first reported a position in Clorox in Q1 2020 and held it in 7 quarters.
  • Kelly Financial Services's Clorox position peaked at $13K in Q2 2020.
  • 1,220 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.