Dynamic Advisor Solutions
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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
Q3 		– Sell
-2,179
Closed -$208K – 1046
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
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Dynamic Advisor Solutions's CLX Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Clorox (CLX) in Q3 2026, closing a stake of 2,179 shares — an estimated $208K sold.

Dynamic Advisor Solutions first reported a position in CLX in Q3 2019 and held it in 14 quarters. The position peaked at $1.25M in Q1 2020. 152 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Clorox position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,179 Clorox shares in Q3 2026, an estimated $208K.
  • Dynamic Advisor Solutions first reported a position in Clorox in Q3 2019 and held it in 14 quarters.
  • Dynamic Advisor Solutions's Clorox position peaked at $1.25M in Q1 2020.
  • 152 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.