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Evoke Wealth’s Clorox CLX Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-439
Closed -$56K – 510
2022
Q3 		$56K Hold
439
– – ﹤0.01% 500
2022
Q2 		$62K Sell
439
-16
-4% -$2.29K ﹤0.01% 480
2022
Q1 		$63K Buy
455
+15
+3% +$2.3K ﹤0.01% 490
2021
Q4 		$77K Buy
440
+3
+0.7% +$500 ﹤0.01% 477
2021
Q3 		$72K Sell
437
-4
-0.9% -$689 ﹤0.01% 463
2021
Q2 		$79K Hold
441
– – ﹤0.01% 473
2021
Q1 		$85K Hold
441
– – ﹤0.01% 395
2020
Q4 		$89K Buy
441
+393
+819% +$81.3K 0.01% 310
2020
Q3 		$10K Sell
48
-239
-83% -$53.2K ﹤0.01% 558
2020
Q2 		$63K Buy
287
+233
+431% +$46.6K 0.01% 325
2020
Q1 		$9.42K Sell
54
-56
-51% -$9.25K ﹤0.01% 511
2019
Q4 		$16.9K Sell
110
-9
-8% -$1.34K ﹤0.01% 629
2019
Q3 		$18.1K Buy
+119
New +$18.8K ﹤0.01% 687

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's CLX Position: Q4 2022 in Review

Evoke Wealth sold out of Clorox (CLX) in Q4 2022, closing a stake of 439 shares — an estimated $56K sold.

Evoke Wealth first reported a position in CLX in Q3 2019 and held it in 13 quarters. The position peaked at $89K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Evoke Wealth reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 439 Clorox shares in Q4 2022, an estimated $56K.
  • Evoke Wealth first reported a position in Clorox in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Clorox position peaked at $89K in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.