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Epic Trust Investment Advisors’s Clorox CLX Stock Holding History

Epic Trust Investment 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
2023
Q3 		– Sell
-1,366
Closed -$217K – 92
2023
Q2 		$217K Buy
1,366
+51
+4% +$8.23K 0.31% 92
2023
Q1 		$208K Buy
+1,315
New +$197K 0.25% 105

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Epic Trust Investment Advisors's CLX Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 1,366 shares — an estimated $217K sold.

Epic Trust Investment Advisors first reported a position in CLX in Q1 2023 and held it in 2 quarters. The position peaked at $217K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,366 Clorox shares in Q3 2023, an estimated $217K.
  • Epic Trust Investment Advisors first reported a position in Clorox in Q1 2023 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Clorox position peaked at $217K in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.