BKM Wealth Management’s Clorox CLX Stock Holding History

BKM 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 Q1	–	Sell	-290	Closed	-$41.4K	–	254
2023 Q4	$41.4K	Buy	+290	New	+$38.7K	0.02%	276

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BKM Wealth Management's CLX Position: Q1 2024 in Review

BKM Wealth Management sold out of Clorox (CLX) in Q1 2024, closing a stake of 290 shares — an estimated $41.4K sold.

BKM Wealth Management first reported a position in CLX in Q4 2023 and held it in 1 quarter. The position peaked at $41.4K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

BKM Wealth Management reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 290 Clorox shares in Q1 2024, an estimated $41.4K.
BKM Wealth Management first reported a position in Clorox in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Clorox position peaked at $41.4K in Q4 2023.
1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.