Accel Wealth Management’s Clorox CLX Stock Holding History

Accel Wealth Management’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
2026 Q2	$273K	Buy	+2,856	New	+$274K	0.06%	242
2023 Q2	–	Sell	-458	Closed	-$72.5K	–	287
2023 Q1	$72.5K	Buy	458 +1	+0.2%	+$150	0.03%	395
2022 Q4	$64.1K	Buy	457 +1	+0.2%	+$142	0.03%	318
2022 Q3	$60K	Buy	456 +2	+0.4%	+$289	0.03%	328
2022 Q2	$68K	Buy	454 +1	+0.2%	+$143	0.04%	296
2022 Q1	$65K	Sell	453 -51	-10%	-$7.82K	0.03%	318
2021 Q4	$88K	Sell	504 -46	-8%	-$7.67K	0.04%	281
2021 Q3	$91K	Sell	550 -147	-21%	-$25.3K	0.06%	235
2021 Q2	$125K	Buy	697 +3	+0.4%	+$548	0.08%	204
2021 Q1	$134K	Buy	694 +2	+0.3%	+$385	0.11%	176
2020 Q4	$140K	Buy	+692	New	+$143K	0.13%	163

Other funds holding CLX

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return