Dynamic Advisor Solutions’s Clorox CLX Stock Holding History

Dynamic Advisor Solutions’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
2026 Q2	$208K	Buy	+2,179	New	+$209K	0.01%	990
2022 Q4	–	Sell	-1,625	Closed	-$209K	–	728
2022 Q3	$209K	Buy	1,625 +203	+14%	+$29.3K	0.02%	619
2022 Q2	$200K	Sell	1,422 -66	-4%	-$9.43K	0.02%	653
2022 Q1	$207K	Buy	1,488 +6	+0.4%	+$919	0.01%	672
2021 Q4	$258K	Sell	1,482 -3	-0.2%	-$500	0.02%	611
2021 Q3	$246K	Buy	1,485 +346	+30%	+$59.6K	0.02%	633
2021 Q2	$205K	Sell	1,139 -541	-32%	-$98.7K	0.02%	669
2021 Q1	$324K	Sell	1,680 -308	-15%	-$59.3K	0.03%	482
2020 Q4	$401K	Sell	1,988 -262	-12%	-$54.2K	0.04%	418
2020 Q3	$473K	Buy	2,250 +592	+36%	+$132K	0.05%	329
2020 Q2	$364K	Sell	1,658 -5,550	-77%	-$1.11M	0.05%	347
2020 Q1	$1.25M	Buy	7,208 +1,305	+22%	+$216K	0.23%	126
2019 Q4	$906K	Buy	5,903 +317	+6%	+$47.4K	0.12%	203
2019 Q3	$848K	Buy	+5,586	New	+$883K	0.13%	193

Other funds holding CLX

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return