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Clearview Wealth Advisors’s Clorox CLX Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-134
Closed -$21.3K – 204
2023
Q2 		$21.3K Buy
134
+2
+2% +$323 0.02% 274
2023
Q1 		$21K Buy
132
+1
+0.8% +$150 0.02% 270
2022
Q4 		$18.5K Buy
131
+1
+0.8% +$142 0.01% 262
2022
Q3 		$17K Buy
130
+1
+0.8% +$144 0.01% 271
2022
Q2 		$18K Buy
129
+1
+0.8% +$143 0.01% 289
2022
Q1 		$18K Buy
128
+1
+0.8% +$153 0.01% 310
2021
Q4 		$22K Sell
127
-920
-88% -$153K 0.01% 319
2021
Q3 		$173K Buy
1,047
+2
+0.2% +$344 0.11% 122
2021
Q2 		$188K Sell
1,045
-23
-2% -$4.2K 0.12% 120
2021
Q1 		$206K Sell
1,068
-174
-14% -$33.5K 0.13% 111
2020
Q4 		$251K Buy
+1,242
New +$257K 0.17% 98

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Clearview Wealth Advisors's CLX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 134 shares — an estimated $21.3K sold.

Clearview Wealth Advisors first reported a position in CLX in Q4 2020 and held it in 11 quarters. The position peaked at $251K in Q4 2020. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 134 Clorox shares in Q3 2023, an estimated $21.3K.
  • Clearview Wealth Advisors first reported a position in Clorox in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Clorox position peaked at $251K in Q4 2020.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.