Core Wealth Advisors (Florida)’s Clorox CLX Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-201	Closed	-$30.8K	–	86
2024 Q1	$30.8K	Hold	201	–	–	0.01%	121
2023 Q4	$28.7K	Buy	+201	New	+$26.8K	0.01%	120
2023 Q1	–	Sell	-403	Closed	-$56.6K	–	262
2022 Q4	$56.6K	Buy	403 +369	+1,085%	+$52.4K	0.02%	77
2022 Q3	$4K	Buy	+34	New	+$4.91K	﹤0.01%	179
2021 Q2	–	Sell	-25	Closed	-$5K	–	188
2021 Q1	$5K	Buy	+25	New	+$4.81K	﹤0.01%	138

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CLX Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Clorox (CLX) in Q2 2024, closing a stake of 201 shares — an estimated $30.8K sold.

Core Wealth Advisors (Florida) first reported a position in CLX in Q1 2021 and held it in 5 quarters. The position peaked at $56.6K in Q4 2022. 1,093 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 201 Clorox shares in Q2 2024, an estimated $30.8K.
Core Wealth Advisors (Florida) first reported a position in Clorox in Q1 2021 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Clorox position peaked at $56.6K in Q4 2022.
1,093 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.