Clearstead Trust’s Clorox CLX Stock Holding History

Clearstead Trust’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 Q1	–	Sell	-50	Closed	-$7.13K	–	431
2023 Q4	$7.13K	Buy	+50	New	+$6.67K	﹤0.01%	355

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Clearstead Trust's CLX Position: Q1 2024 in Review

Clearstead Trust sold out of Clorox (CLX) in Q1 2024, closing a stake of 50 shares — an estimated $7.13K sold.

Clearstead Trust first reported a position in CLX in Q4 2023 and held it in 1 quarter. The position peaked at $7.13K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

Clearstead Trust reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
Clearstead Trust sold 50 Clorox shares in Q1 2024, an estimated $7.13K.
Clearstead Trust first reported a position in Clorox in Q4 2023 and held it in 1 quarter.
Clearstead Trust's Clorox position peaked at $7.13K in Q4 2023.
1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Clearstead Trust's 13F filing for Q1 2024, filed 10 May 2024.