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Financial Advocates Investment Management’s Clorox CLX Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-1,268
Closed -$201K – 706
2023
Q1 		$201K Sell
1,268
-587
-32% -$88K 0.01% 688
2022
Q4 		$260K Buy
+1,855
New +$263K 0.02% 597
2022
Q2 		– Sell
-2,084
Closed -$290K – 705
2022
Q1 		$290K Buy
2,084
+411
+25% +$63K 0.02% 589
2021
Q4 		$292K Sell
1,673
-214
-11% -$35.7K 0.02% 641
2021
Q3 		$312K Buy
+1,887
New +$325K 0.02% 608
2021
Q2 		– Sell
-1,621
Closed -$312K – 752
2021
Q1 		$312K Sell
1,621
-31
-2% -$5.97K 0.02% 594
2020
Q4 		$334K Buy
1,652
+459
+38% +$95K 0.02% 539
2020
Q3 		$251K Buy
1,193
+63
+6% +$14K 0.02% 520
2020
Q2 		$248K Buy
+1,130
New +$226K 0.02% 507
2019
Q2 		– Sell
-1,712
Closed -$275K – 470
2019
Q1 		$275K Buy
1,712
+54
+3% +$8.38K 0.03% 377
2018
Q4 		$256K Buy
1,658
+55
+3% +$8.57K 0.03% 372
2018
Q3 		$241K Sell
1,603
-154
-9% -$21.9K 0.03% 441
2018
Q2 		$234K Sell
1,757
-589
-25% -$72.7K 0.03% 430
2018
Q1 		$312K Buy
2,346
+593
+34% +$79.6K 0.04% 359
2017
Q4 		$260K Buy
+1,753
New +$239K 0.04% 389

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's CLX Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,268 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in CLX in Q4 2017 and held it in 15 quarters. The position peaked at $334K in Q4 2020. 1,144 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,268 Clorox shares in Q2 2023, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in Clorox in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's Clorox position peaked at $334K in Q4 2020.
  • 1,144 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.