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West Family Investments’s Clorox CLX Stock Holding History

West Family Investments’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
-3,136
Closed -$436K – 250
2022
Q1 		$436K Buy
3,136
+187
+6% +$28.7K 0.12% 136
2021
Q4 		$514K Buy
2,949
+1,533
+108% +$256K 0.14% 120
2021
Q3 		$235K Sell
1,416
-2,245
-61% -$387K 0.06% 272
2021
Q2 		$659K Buy
+3,661
New +$668K 0.18% 96

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

West Family Investments's CLX Position: Q2 2022 in Review

West Family Investments sold out of Clorox (CLX) in Q2 2022, closing a stake of 3,136 shares — an estimated $436K sold.

West Family Investments first reported a position in CLX in Q2 2021 and held it in 4 quarters. The position peaked at $659K in Q2 2021. 1,082 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • West Family Investments reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • West Family Investments sold 3,136 Clorox shares in Q2 2022, an estimated $436K.
  • West Family Investments first reported a position in Clorox in Q2 2021 and held it in 4 quarters.
  • West Family Investments's Clorox position peaked at $659K in Q2 2021.
  • 1,082 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on West Family Investments's 13F filing for Q2 2022, filed 12 Aug 2022.