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First Foundation Advisors’s Clorox CLX Stock Holding History

First Foundation 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
2024
Q2 		– Sell
-200
Closed -$30.6K – 436
2024
Q1 		$30.6K Buy
+200
New +$29.9K ﹤0.01% 414
2016
Q3 		– Sell
-1,495
Closed -$207K – 294
2016
Q2 		$207K Buy
+1,495
New +$194K 0.01% 270
2013
Q4 		– Sell
-8,225
Closed -$672K – 199
2013
Q3 		$672K Buy
+8,225
New +$694K 0.1% 74

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Foundation Advisors's CLX Position: Q2 2024 in Review

First Foundation Advisors sold out of Clorox (CLX) in Q2 2024, closing a stake of 200 shares — an estimated $30.6K sold.

First Foundation Advisors first reported a position in CLX in Q3 2013 and held it in 3 quarters. The position peaked at $672K in Q3 2013. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • First Foundation Advisors reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • First Foundation Advisors sold 200 Clorox shares in Q2 2024, an estimated $30.6K.
  • First Foundation Advisors first reported a position in Clorox in Q3 2013 and held it in 3 quarters.
  • First Foundation Advisors's Clorox position peaked at $672K in Q3 2013.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on First Foundation Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.