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Bison Wealth’s Clorox CLX Stock Holding History

Bison Wealth’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 		$546K Sell
3,363
-632
-16% -$103K 0.12% 147
2024
Q3 		$651K Sell
3,995
-614
-13% -$91K 0.1% 193
2024
Q2 		$706K Hold
4,609
– – 0.11% 186
2024
Q1 		$706K Buy
4,609
+102
+2% +$15.2K 0.11% 186
2023
Q4 		$643K Sell
4,507
-155
-3% -$20.7K 0.11% 193
2023
Q3 		$611K Buy
4,662
+93
+2% +$14.1K 0.12% 184
2023
Q2 		$727K Buy
4,569
+384
+9% +$61.9K 0.13% 163
2023
Q1 		$708K Sell
4,185
-20
-0.5% -$3K 0.22% 121
2022
Q4 		$598K Buy
4,205
+663
+19% +$94.1K 0.19% 142
2022
Q3 		$454K Buy
3,542
+314
+10% +$45.3K 0.18% 143
2022
Q2 		$455K Buy
3,228
+304
+10% +$43.4K 0.26% 104
2022
Q1 		$407K Buy
2,924
+1,662
+132% +$255K 0.21% 129
2021
Q4 		$220K Sell
1,262
-445
-26% -$74.2K 0.13% 168
2021
Q3 		$283K Sell
1,707
-46
-3% -$7.92K 0.13% 182
2021
Q2 		$315K Buy
1,753
+437
+33% +$79.8K 0.14% 179
2021
Q1 		$254K Buy
+1,316
New +$253K 0.11% 203
2020
Q4 		– Sell
-986
Closed -$207K – 412
2020
Q3 		$207K Hold
986
– – 0.12% 177
2020
Q2 		$216K Buy
+986
New +$197K 0.14% 170

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 $1.88B AUM 29.07% 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

Bison Wealth's CLX Position: Q4 2024 in Review

Bison Wealth reduced its Clorox (CLX) stake by 16% in Q4 2024, selling an estimated $103K and leaving 3,363 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #147.

Bison Wealth first reported a position in CLX in Q2 2020 and has held it in 18 quarters since. The position peaked at $727K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Bison Wealth held 3,363 shares of Clorox worth $546K as of Q4 2024.
  • Bison Wealth sold 632 Clorox shares in Q4 2024, an estimated $103K.
  • Clorox made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #147 holding.
  • Bison Wealth first reported a position in Clorox in Q2 2020 and has held it in 18 quarters since.
  • Bison Wealth's Clorox position peaked at $727K in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.