Castle Wealth Management’s Clorox CLX Stock Holding History

Castle 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
2022 Q4	–	Sell	-44	Closed	-$6K	–	198
2022 Q3	$6K	Sell	44 -1	-2%	-$144	﹤0.01%	476
2022 Q2	$6K	Buy	+45	New	+$6.43K	﹤0.01%	459

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castle Wealth Management's CLX Position: Q4 2022 in Review

Castle Wealth Management sold out of Clorox (CLX) in Q4 2022, closing a stake of 44 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in CLX in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 1,105 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

Castle Wealth Management reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 44 Clorox shares in Q4 2022, an estimated $6K.
Castle Wealth Management first reported a position in Clorox in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Clorox position peaked at $6K in Q3 2022.
1,105 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.