Capital Performance Advisors’s Clorox CLX Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-33	Closed	-$5.38K	–	667
2024 Q3	$5.38K	Buy	+33	New	+$4.89K	﹤0.01%	1087

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's CLX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Clorox (CLX) in Q4 2024, closing a stake of 33 shares — an estimated $5.38K sold.

Capital Performance Advisors first reported a position in CLX in Q3 2024 and held it in 1 quarter. The position peaked at $5.38K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

Capital Performance Advisors reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 33 Clorox shares in Q4 2024, an estimated $5.38K.
Capital Performance Advisors first reported a position in Clorox in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Clorox position peaked at $5.38K in Q3 2024.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.