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Patriot Financial Group Insurance Agency’s Clorox CLX Stock Holding History

Patriot Financial Group Insurance Agency’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
-2,086
Closed -$293K – 464
2022
Q4 		$293K Buy
2,086
+61
+3% +$8.66K 0.04% 320
2022
Q3 		$260K Sell
2,025
-629
-24% -$90.8K 0.06% 326
2022
Q2 		$374K Buy
2,654
+24
+0.9% +$3.43K 0.08% 256
2022
Q1 		$366K Sell
2,630
-511
-16% -$78.3K 0.07% 294
2021
Q4 		$548K Sell
3,141
-1,838
-37% -$306K 0.09% 224
2021
Q3 		$825K Sell
4,979
-1,809
-27% -$312K 0.15% 153
2021
Q2 		$1.22M Buy
6,788
+74
+1% +$13.5K 0.22% 108
2021
Q1 		$1.29M Sell
6,714
-342
-5% -$65.8K 0.3% 67
2020
Q4 		$1.43M Buy
7,056
+3,780
+115% +$782K 0.36% 50
2020
Q3 		$689K Buy
3,276
+77
+2% +$17.1K 0.22% 98
2020
Q2 		$702K Sell
3,199
-785
-20% -$157K 0.27% 88
2020
Q1 		$690K Sell
3,984
-409
-9% -$67.6K 0.32% 68
2019
Q4 		$675K Sell
4,393
-5
-0.1% -$747 0.25% 78
2019
Q3 		$668K Sell
4,398
-20
-0.5% -$3.16K 0.3% 66
2019
Q2 		$681K Buy
4,418
+9
+0.2% +$1.38K 0.29% 56
2019
Q1 		$708K Sell
4,409
-541
-11% -$83.9K 0.36% 45
2018
Q4 		$763K Buy
4,950
+729
+17% +$114K 0.5% 36
2018
Q3 		$635K Sell
4,221
-4,107
-49% -$583K 0.38% 39
2018
Q2 		$1.13M Buy
8,328
+3,556
+75% +$439K 1.2% 14
2018
Q1 		$1.13M Sell
4,772
-4,000
-46% -$537K 0.84% 19
2017
Q4 		$1.28M Sell
8,772
-418
-5% -$56.9K 0.96% 19
2017
Q3 		$1.18M Hold
9,190
– – 1.05% 14
2017
Q2 		$1.23M Hold
9,190
– – 1.28% 11
2017
Q1 		$1.23M Buy
9,190
+4,595
+100% +$595K 1.3% 11
2016
Q4 		$558K Buy
+4,595
New +$542K 0.76% 18

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CLX Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of Clorox (CLX) in Q1 2023, closing a stake of 2,086 shares — an estimated $293K sold.

Patriot Financial Group Insurance Agency first reported a position in CLX in Q4 2016 and held it in 25 quarters. The position peaked at $1.43M in Q4 2020. 1,140 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,086 Clorox shares in Q1 2023, an estimated $293K.
  • Patriot Financial Group Insurance Agency first reported a position in Clorox in Q4 2016 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's Clorox position peaked at $1.43M in Q4 2020.
  • 1,140 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.