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Stiles Financial Services’s Clorox CLX Stock Holding History

Stiles Financial Services’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
Q4 		– Sell
-1,786
Closed -$234K – 170
2023
Q3 		$234K Buy
1,786
+13
+0.7% +$1.98K 0.12% 156
2023
Q2 		$282K Sell
1,773
-261
-13% -$42.1K 0.14% 151
2023
Q1 		$322K Buy
2,034
+15
+0.7% +$2.25K 0.17% 133
2022
Q4 		$283K Sell
2,019
-403
-17% -$57.2K 0.16% 139
2022
Q3 		$311K Buy
2,422
+147
+6% +$21.2K 0.19% 124
2022
Q2 		$321K Sell
2,275
-542
-19% -$77.4K 0.19% 123
2022
Q1 		$392K Sell
2,817
-241
-8% -$36.9K 0.2% 121
2021
Q4 		$533K Buy
+3,058
New +$510K 0.26% 101

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Stiles Financial Services's CLX Position: Q4 2023 in Review

Stiles Financial Services sold out of Clorox (CLX) in Q4 2023, closing a stake of 1,786 shares — an estimated $234K sold.

Stiles Financial Services first reported a position in CLX in Q4 2021 and held it in 8 quarters. The position peaked at $533K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Stiles Financial Services reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,786 Clorox shares in Q4 2023, an estimated $234K.
  • Stiles Financial Services first reported a position in Clorox in Q4 2021 and held it in 8 quarters.
  • Stiles Financial Services's Clorox position peaked at $533K in Q4 2021.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Stiles Financial Services's 13F filing for Q4 2023, filed 26 Jan 2024.