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Next Financial Group’s Clorox CLX Stock Holding History

Next Financial Group’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 		$673K Buy
3,858
+9
+0.2% +$1.5K 0.04% 428
2021
Q3 		$637K Sell
3,849
-455
-11% -$78.4K 0.05% 381
2021
Q2 		$774K Buy
4,304
+342
+9% +$62.4K 0.06% 323
2021
Q1 		$764K Sell
3,962
-2,064
-34% -$397K 0.07% 298
2020
Q4 		$1.22M Sell
6,026
-668
-10% -$138K 0.12% 181
2020
Q3 		$1.41M Sell
6,694
-1,143
-15% -$255K 0.15% 143
2020
Q2 		$1.72M Sell
7,837
-670
-8% -$134K 0.2% 128
2020
Q1 		$1.47M Buy
8,507
+2,757
+48% +$456K 0.19% 119
2019
Q4 		$883K Buy
5,750
+88
+2% +$13.2K 0.09% 245
2019
Q3 		$860K Buy
5,662
+92
+2% +$14.5K 0.09% 254
2019
Q2 		$853K Buy
5,570
+1,800
+48% +$275K 0.09% 252
2019
Q1 		$605K Sell
3,770
-1,777
-32% -$276K 0.15% 90
2018
Q4 		$855K Buy
5,547
+3,155
+132% +$491K 0.18% 149
2018
Q3 		$360K Sell
2,392
-1,554
-39% -$221K 0.17% 127
2018
Q2 		$534K Sell
3,946
-1,539
-28% -$190K 0.21% 126
2018
Q1 		$730K Buy
5,485
+1,745
+47% +$234K 0.15% 161
2017
Q4 		$556K Sell
3,740
-350
-9% -$47.6K 0.24% 121
2017
Q3 		$537K Buy
4,090
+732
+22% +$98.4K 0.15% 152
2017
Q2 		$447K Buy
3,358
+1,553
+86% +$210K 0.11% 207
2017
Q1 		$241K Sell
1,805
-2,222
-55% -$288K 0.07% 274
2016
Q4 		$483K Sell
4,027
-409
-9% -$48.2K 0.08% 263
2016
Q3 		$555K Buy
4,436
+2,278
+106% +$298K 0.1% 219
2016
Q2 		$298K Hold
2,158
– – 0.09% 220
2016
Q1 		$272K Hold
2,158
– – 0.1% 212
2015
Q4 		$273K Sell
2,158
-451
-17% -$56K 0.1% 201
2015
Q3 		$301K Hold
2,609
– – 0.11% 204
2015
Q2 		$271K Sell
2,609
-164
-6% -$17.7K 0.09% 226
2015
Q1 		$306K Sell
2,773
-200
-7% -$21.7K 0.1% 223
2014
Q4 		$310K Sell
2,973
-2,723
-48% -$272K 0.1% 217
2014
Q3 		$547K Sell
5,696
-1,205
-17% -$109K 0.11% 211
2014
Q2 		$609K Buy
+6,901
New +$618K 0.32% 72

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's CLX Position: Q4 2021 in Review

Next Financial Group increased its Clorox (CLX) stake by 0.23% in Q4 2021, buying an estimated $1.5K and bringing the position to 3,858 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #428.

Next Financial Group first reported a position in CLX in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.72M in Q2 2020. 1,219 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Next Financial Group held 3,858 shares of Clorox worth $673K as of Q4 2021.
  • Next Financial Group bought 9 Clorox shares in Q4 2021, an estimated $1.5K.
  • Clorox made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #428 holding.
  • Next Financial Group first reported a position in Clorox in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Clorox position peaked at $1.72M in Q2 2020.
  • 1,219 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.