BerganKDV Wealth Management’s Clorox CLX Stock Holding History

BerganKDV 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
2023 Q2	$44.7K	Sell	281 -29	-9%	-$4.68K	﹤0.01%	390
2023 Q1	$49.1K	Buy	310 +29	+10%	+$4.35K	0.01%	396
2022 Q4	$39.4K	Buy	281 +267	+1,907%	+$37.9K	﹤0.01%	401
2022 Q3	$2K	Buy	14 +12	+600%	+$1.73K	﹤0.01%	793
2022 Q2	$0	Buy	+2	New	+$286	﹤0.01%	981
2022 Q1	–	Sell	-250	Closed	-$44K	–	1008
2021 Q4	$44K	Hold	250	–	–	﹤0.01%	442
2021 Q3	$41K	Buy	250 +246	+6,150%	+$42.4K	﹤0.01%	427
2021 Q2	$1K	Buy	+4	New	+$730	﹤0.01%	891

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BerganKDV Wealth Management's CLX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Clorox (CLX) stake by 9.4% in Q2 2023, selling an estimated $4.68K and leaving 281 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

BerganKDV Wealth Management first reported a position in CLX in Q2 2021 and has held it in 8 quarters since. The position peaked at $49.1K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

BerganKDV Wealth Management held 281 shares of Clorox worth $44.7K as of Q2 2023.
BerganKDV Wealth Management sold 29 Clorox shares in Q2 2023, an estimated $4.68K.
Clorox made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #390 holding.
BerganKDV Wealth Management first reported a position in Clorox in Q2 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Clorox position peaked at $49.1K in Q1 2023.
1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.