CIC Wealth’s Clorox CLX Stock Holding History

CIC Wealth’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 Q3	$270K	Buy	1,658 +1	+0.1%	+$148	0.07%	139
2024 Q2	$226K	Buy	1,657 +2	+0.1%	+$278	0.06%	148
2024 Q1	$253K	Sell	1,655 -95	-5%	-$14.2K	0.07%	140
2023 Q4	$250K	Sell	1,750 -39	-2%	-$5.2K	0.08%	135
2023 Q3	$235K	Buy	1,789 +1	+0.1%	+$152	0.08%	130
2023 Q2	$284K	Sell	1,788 -34	-2%	-$5.48K	0.1%	115
2023 Q1	$288K	Buy	1,822 +2	+0.1%	+$300	0.11%	116
2022 Q4	$255K	Buy	+1,820	New	+$258K	0.11%	126

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIC Wealth's CLX Position: Q3 2024 in Review

CIC Wealth increased its Clorox (CLX) stake by 0.06% in Q3 2024, buying an estimated $148 and bringing the position to 1,658 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #139.

CIC Wealth first reported a position in CLX in Q4 2022 and has held it in 8 quarters since. The position peaked at $288K in Q1 2023. 1,152 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

CIC Wealth held 1,658 shares of Clorox worth $270K as of Q3 2024.
CIC Wealth bought 1 Clorox share in Q3 2024, an estimated $148.
Clorox made up 0.07% of CIC Wealth's portfolio in Q3 2024, its #139 holding.
CIC Wealth first reported a position in Clorox in Q4 2022 and has held it in 8 quarters since.
CIC Wealth's Clorox position peaked at $288K in Q1 2023.
1,152 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.