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True Link Financial Advisors’s Clorox CLX Stock Holding History

True Link Financial Advisors’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
-30
Closed -$5K – 155
2021
Q4 		$5K Sell
30
-9
-23% -$1.5K ﹤0.01% 673
2021
Q3 		$6K Hold
39
– – ﹤0.01% 656
2021
Q2 		$7K Buy
39
+9
+30% +$1.64K ﹤0.01% 581
2021
Q1 		$6K Hold
30
– – ﹤0.01% 629
2020
Q4 		$6K Buy
+30
New +$6.21K ﹤0.01% 648

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

True Link Financial Advisors's CLX Position: Q1 2022 in Review

True Link Financial Advisors sold out of Clorox (CLX) in Q1 2022, closing a stake of 30 shares — an estimated $5K sold.

True Link Financial Advisors first reported a position in CLX in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2021. 1,095 funds tracked by Wall St. Rank hold CLX as of Q1 2022.

  • True Link Financial Advisors reported no remaining Clorox position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 30 Clorox shares in Q1 2022, an estimated $5K.
  • True Link Financial Advisors first reported a position in Clorox in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Clorox position peaked at $7K in Q2 2021.
  • 1,095 funds tracked by Wall St. Rank held Clorox as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.