Loring Wolcott & Coolidge Fiduciary Advisors’s Clorox CLX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-45	Closed	-$6.32K	–	602
2022 Q4	$6.32K	Sell	45 -12	-21%	-$1.7K	﹤0.01%	518
2022 Q3	$7K	Hold	57	–	–	﹤0.01%	541
2022 Q2	$8K	Buy	57 +12	+27%	+$1.71K	﹤0.01%	557
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	572
2021 Q4	$8K	Hold	45	–	–	﹤0.01%	626
2021 Q3	$7K	Hold	45	–	–	﹤0.01%	632
2021 Q2	$8K	Buy	+45	New	+$8.21K	﹤0.01%	666
2021 Q1	–	Sell	-55	Closed	-$11K	–	384
2020 Q4	$11K	Hold	55	–	–	﹤0.01%	553
2020 Q3	$12K	Hold	55	–	–	﹤0.01%	502
2020 Q2	$12K	Sell	55 -400	-88%	-$79.9K	﹤0.01%	488
2020 Q1	$79K	Hold	455	–	–	﹤0.01%	322
2019 Q4	$70K	Buy	455 +400	+727%	+$59.8K	﹤0.01%	386
2019 Q3	$8K	Hold	55	–	–	﹤0.01%	581
2019 Q2	$8K	Hold	55	–	–	﹤0.01%	574
2019 Q1	$9K	Hold	55	–	–	﹤0.01%	563
2018 Q4	$8K	Hold	55	–	–	﹤0.01%	574
2018 Q3	$8K	Hold	55	–	–	﹤0.01%	543
2018 Q2	$7K	Hold	55	–	–	﹤0.01%	567
2018 Q1	$7K	Sell	55 -29	-35%	-$3.9K	﹤0.01%	600
2017 Q4	$12K	Hold	84	–	–	﹤0.01%	557
2017 Q3	$11K	Buy	84 +5	+6%	+$672	﹤0.01%	551
2017 Q2	$11K	Buy	79 +24	+44%	+$3.24K	﹤0.01%	537
2017 Q1	$7K	Hold	55	–	–	﹤0.01%	570
2016 Q4	$7K	Hold	55	–	–	﹤0.01%	551
2016 Q3	$7K	Hold	55	–	–	﹤0.01%	564
2016 Q2	$8K	Buy	+55	New	+$7.13K	﹤0.01%	557
2014 Q2	–	Sell	-155	Closed	-$14K	–	622
2014 Q1	$14K	Hold	155	–	–	﹤0.01%	517
2013 Q4	$14K	Hold	155	–	–	﹤0.01%	500
2013 Q3	$13K	Hold	155	–	–	﹤0.01%	470
2013 Q2	$13K	Buy	+155	New	+$13.3K	﹤0.01%	510

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Loring Wolcott & Coolidge Fiduciary Advisors's CLX Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Clorox (CLX) in Q1 2023, closing a stake of 45 shares — an estimated $6.32K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CLX in Q2 2013 and held it in 30 quarters. The position peaked at $79K in Q1 2020. 1,140 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 45 Clorox shares in Q1 2023, an estimated $6.32K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Clorox in Q2 2013 and held it in 30 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Clorox position peaked at $79K in Q1 2020.
1,140 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.