Delap Wealth Advisory’s Clorox CLX Stock Holding History

Delap Wealth Advisory’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	-1,614	Closed	-$247K	–	157
2024 Q1	$247K	Buy	+1,614	New	+$241K	0.1%	201

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Delap Wealth Advisory's CLX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Clorox (CLX) in Q2 2024, closing a stake of 1,614 shares — an estimated $247K sold.

Delap Wealth Advisory first reported a position in CLX in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

Delap Wealth Advisory reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,614 Clorox shares in Q2 2024, an estimated $247K.
Delap Wealth Advisory first reported a position in Clorox in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Clorox position peaked at $247K in Q1 2024.
1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.