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Cassady Schiller Wealth Management’s Clorox CLX Stock Holding History

Cassady Schiller 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
Q4 		$2.44K Buy
15
+9
+150% +$1.47K ﹤0.01% 538
2024
Q3 		$977 Hold
6
– – ﹤0.01% 423
2024
Q2 		$819 Hold
6
– – ﹤0.01% 436
2024
Q1 		$919 Buy
+6
New +$896 ﹤0.01% 458
2023
Q1 		– Sell
-32
Closed -$4.49K – 471
2022
Q4 		$4.49K Buy
+32
New +$4.54K ﹤0.01% 376
2022
Q1 		– Sell
-1
Closed – – 195
2021
Q4 		$0 Buy
+1
New +$167 ﹤0.01% 562

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 $1.6B AUM 20.7% 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

Cassady Schiller Wealth Management's CLX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Clorox (CLX) stake by 150% in Q4 2024, buying an estimated $1.47K and bringing the position to 15 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Cassady Schiller Wealth Management first reported a position in CLX in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.49K in Q4 2022. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of Clorox worth $2.44K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 9 Clorox shares in Q4 2024, an estimated $1.47K.
  • Clorox made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #538 holding.
  • Cassady Schiller Wealth Management first reported a position in Clorox in Q4 2021 and has held it in 6 quarters since.
  • Cassady Schiller Wealth Management's Clorox position peaked at $4.49K in Q4 2022.
  • 1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.