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WealthSource Partners’s Clorox CLX Stock Holding History

WealthSource 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
2022
Q2 		– Sell
-2,202
Closed -$306K – 528
2022
Q1 		$306K Buy
2,202
+733
+50% +$112K 0.02% 446
2021
Q4 		$256K Sell
1,469
-1,497
-50% -$250K 0.02% 472
2021
Q3 		$491K Buy
+2,966
New +$511K 0.04% 298
2017
Q4 		– Sell
-1,855
Closed -$245K – 308
2017
Q3 		$245K Hold
1,855
– – 0.08% 232
2017
Q2 		$247K Buy
+1,855
New +$250K 0.08% 227
2016
Q4 		– Sell
-2,815
Closed -$352K – 251
2016
Q3 		$352K Buy
+2,815
New +$369K 0.13% 159

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's CLX Position: Q2 2022 in Review

WealthSource Partners sold out of Clorox (CLX) in Q2 2022, closing a stake of 2,202 shares — an estimated $306K sold.

WealthSource Partners first reported a position in CLX in Q3 2016 and held it in 6 quarters. The position peaked at $491K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • WealthSource Partners reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,202 Clorox shares in Q2 2022, an estimated $306K.
  • WealthSource Partners first reported a position in Clorox in Q3 2016 and held it in 6 quarters.
  • WealthSource Partners's Clorox position peaked at $491K in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.