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Aviso Wealth Management’s Clorox CLX Stock Holding History

Aviso 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
2024
Q4 		– Sell
-2,151
Closed -$350K – 145
2024
Q3 		$350K Sell
2,151
-79
-4% -$11.7K 0.19% 107
2024
Q2 		$304K Sell
2,230
-550
-20% -$76.4K 0.18% 111
2024
Q1 		$426K Sell
2,780
-878
-24% -$131K 0.27% 88
2023
Q4 		$522K Buy
+3,658
New +$488K 0.38% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviso Wealth Management's CLX Position: Q4 2024 in Review

Aviso Wealth Management sold out of Clorox (CLX) in Q4 2024, closing a stake of 2,151 shares — an estimated $350K sold.

Aviso Wealth Management first reported a position in CLX in Q4 2023 and held it in 4 quarters. The position peaked at $522K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Aviso Wealth Management reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 2,151 Clorox shares in Q4 2024, an estimated $350K.
  • Aviso Wealth Management first reported a position in Clorox in Q4 2023 and held it in 4 quarters.
  • Aviso Wealth Management's Clorox position peaked at $522K in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Aviso Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.