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Cordatus Wealth Management’s Clorox CLX Stock Holding History

Cordatus 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
-20,021
Closed -$2.57M – 57
2022
Q3 		$2.57M Buy
20,021
+691
+4% +$99.7K 2.71% 13
2022
Q2 		$2.73M Buy
19,330
+8,688
+82% +$1.24M 1.27% 18
2022
Q1 		$1.48M Buy
10,642
+241
+2% +$36.9K 0.52% 81
2021
Q4 		$1.81M Buy
+10,401
New +$1.73M 0.53% 71
2021
Q1 		$1.86M Sell
9,641
-214
-2% -$41.2K 0.71% 54
2020
Q4 		$1.99M Sell
9,855
-62
-0.6% -$12.8K 0.84% 40
2020
Q3 		$2.08M Sell
9,917
-3,586
-27% -$799K 1% 33
2020
Q2 		$2.96M Sell
13,503
-11,375
-46% -$2.27M 1.63% 16
2020
Q1 		$4.31M Buy
24,878
+17,817
+252% +$2.94M 3.11% 3
2019
Q4 		$1.08M Buy
7,061
+1,246
+21% +$186K 0.54% 66
2019
Q3 		$883K Buy
5,815
+590
+11% +$93.3K 0.46% 74
2019
Q2 		$800K Sell
5,225
-8,646
-62% -$1.32M 0.47% 71
2019
Q1 		$2.23M Buy
13,871
+187
+1% +$29K 1.22% 23
2018
Q4 		$2.11M Buy
+13,684
New +$2.13M 1.5% 17

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cordatus Wealth Management sold out of Clorox (CLX) in Q4 2022, closing a stake of 20,021 shares — an estimated $2.57M sold.

Cordatus Wealth Management first reported a position in CLX in Q4 2018 and held it in 14 quarters. The position peaked at $4.31M in Q1 2020. 1,105 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Cordatus Wealth Management reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 20,021 Clorox shares in Q4 2022, an estimated $2.57M.
  • Cordatus Wealth Management first reported a position in Clorox in Q4 2018 and held it in 14 quarters.
  • Cordatus Wealth Management's Clorox position peaked at $4.31M in Q1 2020.
  • 1,105 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Cordatus Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.