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Sovereign Financial Group’s Clorox CLX Stock Holding History

Sovereign 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
Q3 		– Sell
-1,543
Closed -$298K – 173
2021
Q2 		$298K Hold
1,543
– – 0.18% 114
2021
Q1 		$298K Buy
1,543
+438
+40% +$84.3K 0.19% 113
2020
Q4 		$223K Buy
+1,105
New +$229K 0.16% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sovereign Financial Group's CLX Position: Q3 2021 in Review

Sovereign Financial Group sold out of Clorox (CLX) in Q3 2021, closing a stake of 1,543 shares — an estimated $298K sold.

Sovereign Financial Group first reported a position in CLX in Q4 2020 and held it in 3 quarters. The position peaked at $298K in Q2 2021. 1,134 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Sovereign Financial Group reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 1,543 Clorox shares in Q3 2021, an estimated $298K.
  • Sovereign Financial Group first reported a position in Clorox in Q4 2020 and held it in 3 quarters.
  • Sovereign Financial Group's Clorox position peaked at $298K in Q2 2021.
  • 1,134 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Sovereign Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.