AWM
CLX icon

Altium Wealth Management’s Clorox CLX Stock Holding History

Altium 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
Q2 		$1.2M Buy
8,536
+2,302
+37% +$329K 0.09% 140
2022
Q1 		$867K Buy
6,234
+695
+13% +$107K 0.06% 175
2021
Q4 		$966K Buy
5,539
+2,836
+105% +$473K 0.06% 156
2021
Q3 		$448K Sell
2,703
-9
-0.3% -$1.55K 0.03% 242
2021
Q2 		$488K Sell
2,712
-77
-3% -$14.1K 0.04% 235
2021
Q1 		$538K Buy
2,789
+50
+2% +$9.63K 0.04% 201
2020
Q4 		$553K Buy
2,739
+4
+0.1% +$828 0.05% 177
2020
Q3 		$575K Hold
2,735
– – 0.06% 141
2020
Q2 		$600K Buy
2,735
+47
+2% +$9.39K 0.07% 134
2020
Q1 		$466K Sell
2,688
-232
-8% -$38.3K 0.06% 145
2019
Q4 		$448K Sell
2,920
-17
-0.6% -$2.54K 0.05% 175
2019
Q3 		$446K Sell
2,937
-38
-1% -$6.01K 0.06% 172
2019
Q2 		$456K Sell
2,975
-19
-0.6% -$2.9K 0.07% 173
2019
Q1 		$480K Sell
2,994
-2
-0.1% -$310 0.08% 163
2018
Q4 		$462K Buy
2,996
+185
+7% +$28.8K 0.09% 152
2018
Q3 		$423K Buy
2,811
+524
+23% +$74.4K 0.08% 174
2018
Q2 		$309K Buy
2,287
+221
+11% +$27.3K 0.08% 176
2018
Q1 		$275K Buy
2,066
+28
+1% +$3.76K 0.11% 141
2017
Q4 		$303K Buy
+2,038
New +$277K 0.14% 121

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

Altium Wealth Management's CLX Position: Q2 2022 in Review

Altium Wealth Management increased its Clorox (CLX) stake by 37% in Q2 2022, buying an estimated $329K and bringing the position to 8,536 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #140.

Altium Wealth Management first reported a position in CLX in Q4 2017 and has held it in 19 quarters since. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • Altium Wealth Management held 8,536 shares of Clorox worth $1.2M as of Q2 2022.
  • Altium Wealth Management bought 2,302 Clorox shares in Q2 2022, an estimated $329K.
  • Clorox made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #140 holding.
  • Altium Wealth Management first reported a position in Clorox in Q4 2017 and has held it in 19 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.