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Curi Wealth Management’s Clorox CLX Stock Holding History

Curi 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
Q3 		– Sell
-227
Closed -$32K – 286
2022
Q2 		$32K Buy
227
+89
+64% +$12.7K 0.01% 262
2022
Q1 		$19K Buy
138
+2
+1% +$306 ﹤0.01% 295
2021
Q4 		$23K Buy
+136
New +$22.7K ﹤0.01% 235
2021
Q1 		– Sell
-1
Closed – – 169
2020
Q4 		$0 Buy
+1
New +$207 ﹤0.01% 408

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Curi Wealth Management's CLX Position: Q3 2022 in Review

Curi Wealth Management sold out of Clorox (CLX) in Q3 2022, closing a stake of 227 shares — an estimated $32K sold.

Curi Wealth Management first reported a position in CLX in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • Curi Wealth Management reported no remaining Clorox position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 227 Clorox shares in Q3 2022, an estimated $32K.
  • Curi Wealth Management first reported a position in Clorox in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Clorox position peaked at $32K in Q2 2022.
  • 1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.