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TrinityPoint Wealth’s Clorox CLX Stock Holding History

TrinityPoint Wealth’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
2022
Q1 		– Sell
-2,387
Closed -$416K – 312
2021
Q4 		$416K Sell
2,387
-54
-2% -$9K 0.07% 210
2021
Q3 		$404K Sell
2,441
-65
-3% -$11.2K 0.08% 205
2021
Q2 		$451K Buy
2,506
+65
+3% +$11.9K 0.09% 182
2021
Q1 		$471K Buy
+2,441
New +$470K 0.11% 165

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TrinityPoint Wealth's CLX Position: Q1 2022 in Review

TrinityPoint Wealth sold out of Clorox (CLX) in Q1 2022, closing a stake of 2,387 shares — an estimated $416K sold.

TrinityPoint Wealth first reported a position in CLX in Q1 2021 and held it in 4 quarters. The position peaked at $471K in Q1 2021. 1,095 funds tracked by Wall St. Rank hold CLX as of Q1 2022.

  • TrinityPoint Wealth reported no remaining Clorox position as of Q1 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,387 Clorox shares in Q1 2022, an estimated $416K.
  • TrinityPoint Wealth first reported a position in Clorox in Q1 2021 and held it in 4 quarters.
  • TrinityPoint Wealth's Clorox position peaked at $471K in Q1 2021.
  • 1,095 funds tracked by Wall St. Rank held Clorox as of Q1 2022.

Based on TrinityPoint Wealth's 13F filing for Q1 2022, filed 13 May 2022.