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Connectus Wealth’s Clorox CLX Stock Holding History

Connectus 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
Q1 		$771K Buy
+5,033
New +$751K 0.02% 254
2023
Q2 		– Sell
-3,130
Closed -$496K – 454
2023
Q1 		$496K Buy
+3,130
New +$469K 0.01% 343

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
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

Connectus Wealth's CLX Position: Q1 2024 in Review

Connectus Wealth opened a new position in Clorox (CLX) in Q1 2024: 5,033 shares worth $771K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in CLX as recently as Q1 2023.

Connectus Wealth first reported a position in CLX in Q1 2023 and has held it in 2 quarters since. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Connectus Wealth held 5,033 shares of Clorox worth $771K as of Q1 2024.
  • Clorox was a new Connectus Wealth position in Q1 2024.
  • Clorox made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #254 holding.
  • Connectus Wealth first reported a position in Clorox in Q1 2023 and has held it in 2 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.