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Keudell/Morrison Wealth Management’s Clorox CLX Stock Holding History

Keudell/Morrison 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
2023
Q2 		– Sell
-1,552
Closed -$246K – 187
2023
Q1 		$246K Sell
1,552
-781
-33% -$117K 0.07% 159
2022
Q4 		$327K Buy
2,333
+12
+0.5% +$1.7K 0.11% 130
2022
Q3 		$298K Buy
2,321
+202
+10% +$29.1K 0.11% 137
2022
Q2 		$299K Buy
+2,119
New +$303K 0.11% 135

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keudell/Morrison Wealth Management's CLX Position: Q2 2023 in Review

Keudell/Morrison Wealth Management sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,552 shares — an estimated $246K sold.

Keudell/Morrison Wealth Management first reported a position in CLX in Q2 2022 and held it in 4 quarters. The position peaked at $327K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Keudell/Morrison Wealth Management reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,552 Clorox shares in Q2 2023, an estimated $246K.
  • Keudell/Morrison Wealth Management first reported a position in Clorox in Q2 2022 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Clorox position peaked at $327K in Q4 2022.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.