First Trust Direct Indexing’s Clorox CLX Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-5,236	Closed	-$853K	–	171
2024 Q3	$853K	Buy	5,236 +1,563	+43%	+$232K	0.05%	395
2024 Q2	$501K	Sell	3,673 -252	-6%	-$35K	0.03%	505
2024 Q1	$601K	Sell	3,925 -460	-10%	-$68.7K	0.04%	420
2023 Q4	$625K	Sell	4,385 -511	-10%	-$68.1K	0.06%	390
2023 Q3	$642K	Sell	4,896 -1,091	-18%	-$166K	0.07%	318
2023 Q2	$952K	Sell	5,987 -983	-14%	-$159K	0.11%	220
2023 Q1	$1.1M	Sell	6,970 -259	-4%	-$38.8K	0.13%	183
2022 Q4	$1.01M	Buy	7,229 +1,042	+17%	+$148K	0.13%	194
2022 Q3	$794K	Sell	6,187 -22	-0.4%	-$3.17K	0.12%	231
2022 Q2	$875K	Buy	6,209 +1,118	+22%	+$160K	0.12%	222
2022 Q1	$708K	Sell	5,091 -827	-14%	-$127K	0.09%	294
2021 Q4	$1.03M	Sell	5,918 -1,366	-19%	-$228K	0.13%	182
2021 Q3	$1.21M	Sell	7,284 -1,265	-15%	-$218K	0.17%	139
2021 Q2	$1.54M	Buy	8,549 +6,754	+376%	+$1.23M	0.23%	100
2021 Q1	$346K	Sell	1,795 -39	-2%	-$7.51K	0.09%	283
2020 Q4	$370K	Buy	+1,834	New	+$380K	0.1%	251

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's CLX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Clorox (CLX) in Q4 2024, closing a stake of 5,236 shares — an estimated $853K sold.

First Trust Direct Indexing first reported a position in CLX in Q4 2020 and held it in 16 quarters. The position peaked at $1.54M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

First Trust Direct Indexing reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,236 Clorox shares in Q4 2024, an estimated $853K.
First Trust Direct Indexing first reported a position in Clorox in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Clorox position peaked at $1.54M in Q2 2021.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.