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Phocas Financial Corp’s Clorox CLX Stock Holding History

Phocas Financial Corp’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
-450
Closed -$63.1K – 214
2022
Q4 		$63.1K Buy
+450
New +$63.9K 0.01% 229
2020
Q2 		– Sell
-1,250
Closed -$216K – 195
2020
Q1 		$216K Buy
+1,250
New +$207K 0.04% 180
2019
Q3 		– Sell
-1,250
Closed -$191K – 212
2019
Q2 		$191K Hold
1,250
– – 0.02% 189
2019
Q1 		$201K Hold
1,250
– – 0.02% 190
2018
Q4 		$193K Buy
+1,250
New +$195K 0.02% 200

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phocas Financial Corp's CLX Position: Q1 2023 in Review

Phocas Financial Corp sold out of Clorox (CLX) in Q1 2023, closing a stake of 450 shares — an estimated $63.1K sold.

Phocas Financial Corp first reported a position in CLX in Q4 2018 and held it in 5 quarters. The position peaked at $216K in Q1 2020. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • Phocas Financial Corp reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 450 Clorox shares in Q1 2023, an estimated $63.1K.
  • Phocas Financial Corp first reported a position in Clorox in Q4 2018 and held it in 5 quarters.
  • Phocas Financial Corp's Clorox position peaked at $216K in Q1 2020.
  • 1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.