Legacy Private Trust’s Clorox CLX Stock Holding History

Legacy Private Trust’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 Q3	–	Sell	-1,357	Closed	-$216K	–	234
2023 Q2	$216K	Buy	+1,357	New	+$219K	0.02%	219

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Private Trust's CLX Position: Q3 2023 in Review

Legacy Private Trust sold out of Clorox (CLX) in Q3 2023, closing a stake of 1,357 shares — an estimated $216K sold.

Legacy Private Trust first reported a position in CLX in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

Legacy Private Trust reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
Legacy Private Trust sold 1,357 Clorox shares in Q3 2023, an estimated $216K.
Legacy Private Trust first reported a position in Clorox in Q2 2023 and held it in 1 quarter.
Legacy Private Trust's Clorox position peaked at $216K in Q2 2023.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Legacy Private Trust's 13F filing for Q3 2023, filed 11 Oct 2023.