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Brendel Financial Advisors’s Clorox CLX Stock Holding History

Brendel Financial 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
2022
Q2 		– Sell
-1,554
Closed -$216K – 99
2022
Q1 		$216K Sell
1,554
-201
-11% -$30.8K 0.12% 108
2021
Q4 		$306K Buy
+1,755
New +$293K 0.16% 90
2021
Q3 		– Sell
-1,554
Closed -$280K – 104
2021
Q2 		$280K Sell
1,554
-43
-3% -$7.85K 0.15% 89
2021
Q1 		$308K Sell
1,597
-42
-3% -$8.09K 0.21% 75
2020
Q4 		$331K Buy
1,639
+42
+3% +$8.69K 0.23% 69
2020
Q3 		$336K Sell
1,597
-12,113
-88% -$2.7M 0.27% 66
2020
Q2 		$3.01M Sell
13,710
-1,213
-8% -$242K 2.59% 7
2020
Q1 		$2.58M Sell
14,923
-2,352
-14% -$389K 3.05% 8
2019
Q4 		$2.65M Buy
+17,275
New +$2.58M 2.26% 12
2019
Q2 		– Sell
-14,414
Closed -$2.31M – 77
2019
Q1 		$2.31M Buy
14,414
+12,837
+814% +$1.99M 2.07% 14
2018
Q4 		$243K Buy
+1,577
New +$246K 0.28% 69

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brendel Financial Advisors's CLX Position: Q2 2022 in Review

Brendel Financial Advisors sold out of Clorox (CLX) in Q2 2022, closing a stake of 1,554 shares — an estimated $216K sold.

Brendel Financial Advisors first reported a position in CLX in Q4 2018 and held it in 11 quarters. The position peaked at $3.01M in Q2 2020. 1,082 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • Brendel Financial Advisors reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 1,554 Clorox shares in Q2 2022, an estimated $216K.
  • Brendel Financial Advisors first reported a position in Clorox in Q4 2018 and held it in 11 quarters.
  • Brendel Financial Advisors's Clorox position peaked at $3.01M in Q2 2020.
  • 1,082 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.