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Benchmark Investment Advisors’s Clorox CLX Stock Holding History

Benchmark Investment Advisors’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
2023
Q1 		– Sell
-3,300
Closed -$463K – 89
2022
Q4 		$463K Hold
3,300
– – 0.49% 59
2022
Q3 		$424K Sell
3,300
-400
-11% -$57.7K 0.46% 61
2022
Q2 		$522K Buy
3,700
+500
+16% +$71.4K 0.54% 59
2022
Q1 		$445K Sell
3,200
-500
-14% -$76.6K 0.33% 77
2021
Q4 		$645K Buy
+3,700
New +$617K 0.53% 54

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
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

Benchmark Investment Advisors's CLX Position: Q1 2023 in Review

Benchmark Investment Advisors sold out of Clorox (CLX) in Q1 2023, closing a stake of 3,300 shares — an estimated $463K sold.

Benchmark Investment Advisors first reported a position in CLX in Q4 2021 and held it in 5 quarters. The position peaked at $645K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • Benchmark Investment Advisors reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 3,300 Clorox shares in Q1 2023, an estimated $463K.
  • Benchmark Investment Advisors first reported a position in Clorox in Q4 2021 and held it in 5 quarters.
  • Benchmark Investment Advisors's Clorox position peaked at $645K in Q4 2021.
  • 1,140 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on Benchmark Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.