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Keystone Wealth Services’s Clorox CLX Stock Holding History

Keystone Wealth 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
2023
Q2 		– Sell
-1,300
Closed -$206K – 203
2023
Q1 		$206K Buy
+1,300
New +$195K 0.08% 185
2022
Q1 		– Sell
-1,506
Closed -$263K – 181
2021
Q4 		$263K Buy
+1,506
New +$251K 0.11% 144

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Wealth Services's CLX Position: Q2 2023 in Review

Keystone Wealth Services sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,300 shares — an estimated $206K sold.

Keystone Wealth Services first reported a position in CLX in Q4 2021 and held it in 2 quarters. The position peaked at $263K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Keystone Wealth Services reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 1,300 Clorox shares in Q2 2023, an estimated $206K.
  • Keystone Wealth Services first reported a position in Clorox in Q4 2021 and held it in 2 quarters.
  • Keystone Wealth Services's Clorox position peaked at $263K in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Keystone Wealth Services's 13F filing for Q2 2023, filed 20 Jul 2023.