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Tilia Fiduciary Partners’s Clorox CLX Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-929
Closed -$148K – 160
2023
Q2 		$148K Buy
929
+2
+0.2% +$323 0.13% 106
2023
Q1 		$147K Buy
927
+1
+0.1% +$150 0.14% 111
2022
Q4 		$130K Sell
926
-98
-10% -$13.9K 0.12% 120
2022
Q3 		$131K Sell
1,024
-303
-23% -$43.7K 0.13% 115
2022
Q2 		$191K Buy
1,327
+2
+0.2% +$286 0.18% 97
2022
Q1 		$184K Sell
1,325
-138
-9% -$21.1K 0.16% 105
2021
Q4 		$255K Buy
+1,463
New +$244K 0.2% 93

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tilia Fiduciary Partners's CLX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Clorox (CLX) in Q3 2023, closing a stake of 929 shares — an estimated $148K sold.

Tilia Fiduciary Partners first reported a position in CLX in Q4 2021 and held it in 7 quarters. The position peaked at $255K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 929 Clorox shares in Q3 2023, an estimated $148K.
  • Tilia Fiduciary Partners first reported a position in Clorox in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Clorox position peaked at $255K in Q4 2021.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.