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Aevitas Wealth Management’s Clorox CLX Stock Holding History

Aevitas 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
2022
Q4 		$795K Buy
5,666
+6
+0.1% +$852 0.47% 51
2022
Q3 		$727K Sell
5,660
-132
-2% -$19K 0.55% 49
2022
Q2 		$817K Sell
5,792
-43
-0.7% -$6.14K 0.55% 51
2022
Q1 		$811K Sell
5,835
-2,690
-32% -$412K 0.5% 57
2021
Q4 		$1.49M Sell
8,525
-688
-7% -$115K 0.89% 31
2021
Q3 		$1.53M Buy
9,213
+14
+0.2% +$2.41K 0.97% 28
2021
Q2 		$1.66M Buy
9,199
+16
+0.2% +$2.92K 1.06% 26
2021
Q1 		$1.77M Buy
9,183
+12
+0.1% +$2.31K 1.24% 21
2020
Q4 		$1.85M Sell
9,171
-40
-0.4% -$8.28K 1.36% 18
2020
Q3 		$1.94M Buy
9,211
+8
+0.1% +$1.78K 1.59% 11
2020
Q2 		$2.02M Buy
9,203
+8
+0.1% +$1.6K 1.87% 9
2020
Q1 		$1.59M Buy
9,195
+9
+0.1% +$1.49K 1.78% 14
2019
Q4 		$1.41M Sell
9,186
-37
-0.4% -$5.53K 1.33% 22
2019
Q3 		$1.4M Sell
9,223
-141
-2% -$22.3K 1.4% 23
2019
Q2 		$1.43M Sell
9,364
-343
-4% -$52.4K 1.44% 22
2019
Q1 		$1.56M Buy
9,707
+9
+0.1% +$1.4K 1.39% 18
2018
Q4 		$1.5M Sell
9,698
-192
-2% -$29.9K 1.53% 15
2018
Q3 		$1.49M Sell
9,890
-42
-0.4% -$5.97K 1.35% 17
2018
Q2 		$1.34M Sell
9,932
-190
-2% -$23.5K 1.31% 19
2018
Q1 		$1.35M Sell
10,122
-346
-3% -$46.5K 1.35% 20
2017
Q4 		$1.56M Buy
+10,468
New +$1.42M 1.48% 18

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's CLX Position: Q4 2022 in Review

Aevitas Wealth Management increased its Clorox (CLX) stake by 0.11% in Q4 2022, buying an estimated $852 and bringing the position to 5,666 shares worth $795K. The position accounts for 0.47% of the portfolio, ranked #51.

Aevitas Wealth Management first reported a position in CLX in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.02M in Q2 2020. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Aevitas Wealth Management held 5,666 shares of Clorox worth $795K as of Q4 2022.
  • Aevitas Wealth Management bought 6 Clorox shares in Q4 2022, an estimated $852.
  • Clorox made up 0.47% of Aevitas Wealth Management's portfolio in Q4 2022, its #51 holding.
  • Aevitas Wealth Management first reported a position in Clorox in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Clorox position peaked at $2.02M in Q2 2020.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.