CFA
CLX icon

CWS Financial Advisors’s Clorox CLX Stock Holding History

CWS Financial 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
2024
Q1 		– Sell
-4,556
Closed -$650K – 117
2023
Q4 		$650K Buy
+4,556
New +$607K 0.24% 60
2023
Q3 		– Sell
-1,356
Closed -$216K – 174
2023
Q2 		$216K Sell
1,356
-150
-10% -$24.2K 0.08% 141
2023
Q1 		$238K Buy
1,506
+267
+22% +$40K 0.09% 126
2022
Q4 		$239K Buy
+1,239
New +$176K 0.1% 123
2022
Q3 		– Sell
-1,456
Closed -$205K – 144
2022
Q2 		$205K Buy
1,456
+15
+1% +$2.14K 0.09% 138
2022
Q1 		$200K Buy
1,441
+62
+4% +$9.5K 0.08% 148
2021
Q4 		$240K Buy
+1,379
New +$230K 0.08% 136
2021
Q2 		$254K Buy
1,411
+172
+14% +$31.4K 0.1% 128
2021
Q1 		$239K Buy
1,239
+34
+3% +$6.54K 0.1% 123
2020
Q4 		$243K Sell
1,205
-6
-0.5% -$1.24K 0.14% 112
2020
Q3 		$255K Sell
1,211
-85
-7% -$18.9K 0.17% 102
2020
Q2 		$284K Sell
1,296
-79
-6% -$15.8K 0.2% 100
2020
Q1 		$211K Hold
1,375
– – 0.16% 116
2019
Q4 		$211K Buy
+1,375
New +$205K 0.15% 116

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

CWS Financial Advisors's CLX Position: Q1 2024 in Review

CWS Financial Advisors sold out of Clorox (CLX) in Q1 2024, closing a stake of 4,556 shares — an estimated $650K sold.

CWS Financial Advisors first reported a position in CLX in Q4 2019 and held it in 14 quarters. The position peaked at $650K in Q4 2023. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • CWS Financial Advisors reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 4,556 Clorox shares in Q1 2024, an estimated $650K.
  • CWS Financial Advisors first reported a position in Clorox in Q4 2019 and held it in 14 quarters.
  • CWS Financial Advisors's Clorox position peaked at $650K in Q4 2023.
  • 1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.