Pathstone Family Office’s Clorox CLX Stock Holding History

Pathstone Family Office’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	$1.2M	Buy	9,144 +7,238	+380%	+$1.1M	0.01%	642
2023 Q2	$295K	Buy	1,906 +117	+7%	+$18.9K	﹤0.01%	969
2023 Q1	$272K	Sell	1,789 -824	-32%	-$124K	﹤0.01%	958
2022 Q4	$379K	Sell	2,613 -2,144	-45%	-$304K	﹤0.01%	1202
2022 Q3	$611K	Buy	4,757 +3,146	+195%	+$454K	0.01%	987
2022 Q2	$227K	Buy	+1,611	New	+$230K	0.01%	907
2021 Q1	–	Sell	-63	Closed	-$13K	–	790
2020 Q4	$13K	Buy	63 +18	+40%	+$3.73K	﹤0.01%	815
2020 Q3	$9K	Hold	45	–	–	﹤0.01%	613
2020 Q2	$10K	Buy	+45	New	+$8.99K	﹤0.01%	512
2017 Q2	–	Sell	-15	Closed	-$2K	–	431
2017 Q1	$2K	Buy	+15	New	+$1.94K	﹤0.01%	374

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

Pathstone Family Office's CLX Position: Q3 2023 in Review

Pathstone Family Office increased its Clorox (CLX) stake by 380% in Q3 2023, buying an estimated $1.1M and bringing the position to 9,144 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #642.

Pathstone Family Office first reported a position in CLX in Q1 2017 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

Pathstone Family Office held 9,144 shares of Clorox worth $1.2M as of Q3 2023.
Pathstone Family Office bought 7,238 Clorox shares in Q3 2023, an estimated $1.1M.
Clorox made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #642 holding.
Pathstone Family Office first reported a position in Clorox in Q1 2017 and has held it in 10 quarters since.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.