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ACG Wealth’s Clorox CLX Stock Holding History

ACG 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
Q3 		– Sell
-933
Closed -$132K – 366
2022
Q2 		$132K Buy
+933
New +$133K 0.03% 292
2022
Q1 		– Sell
-1,166
Closed -$203K – 292
2021
Q4 		$203K Buy
+1,166
New +$194K 0.03% 310
2021
Q3 		– Sell
-1,266
Closed -$228K – 315
2021
Q2 		$228K Hold
1,266
– – 0.03% 288
2021
Q1 		$244K Hold
1,266
– – 0.03% 279
2020
Q4 		$256K Hold
1,266
– – 0.04% 258
2020
Q3 		$266K Hold
1,266
– – 0.04% 230
2020
Q2 		$278K Sell
1,266
-539
-30% -$108K 0.05% 222
2020
Q1 		$313K Buy
1,805
+8
+0.4% +$1.32K 0.06% 225
2019
Q4 		$276K Buy
1,797
+4
+0.2% +$598 0.04% 269
2019
Q3 		$272K Sell
1,793
-47
-3% -$7.43K 0.04% 275
2019
Q2 		$282K Sell
1,840
-44
-2% -$6.72K 0.04% 285
2019
Q1 		$302K Buy
1,884
+101
+6% +$15.7K 0.04% 264
2018
Q4 		$275K Sell
1,783
-8
-0.4% -$1.25K 0.04% 252
2018
Q3 		$269K Sell
1,791
-47
-3% -$6.68K 0.04% 265
2018
Q2 		$249K Buy
1,838
+5
+0.3% +$617 0.04% 247
2018
Q1 		$244K Sell
1,833
-75
-4% -$10.1K 0.04% 257
2017
Q4 		$284K Buy
1,908
+42
+2% +$5.71K 0.04% 257
2017
Q3 		$246K Buy
+1,866
New +$251K 0.04% 229
2017
Q2 		– Sell
-1,532
Closed -$207K – 324
2017
Q1 		$207K Buy
+1,532
New +$198K 0.04% 260
2016
Q3 		– Sell
-1,532
Closed -$212K – 250
2016
Q2 		$212K Buy
+1,532
New +$199K 0.05% 202

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's CLX Position: Q3 2022 in Review

ACG Wealth sold out of Clorox (CLX) in Q3 2022, closing a stake of 933 shares — an estimated $132K sold.

ACG Wealth first reported a position in CLX in Q2 2016 and held it in 20 quarters. The position peaked at $313K in Q1 2020. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • ACG Wealth reported no remaining Clorox position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 933 Clorox shares in Q3 2022, an estimated $132K.
  • ACG Wealth first reported a position in Clorox in Q2 2016 and held it in 20 quarters.
  • ACG Wealth's Clorox position peaked at $313K in Q1 2020.
  • 1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.