FWG Holdings’s Clorox CLX Stock Holding History

FWG Holdings’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 Q1	–	Sell	-1,478	Closed	-$210K	–	109
2023 Q4	$210K	Sell	1,478 -2,156	-59%	-$287K	0.13%	97
2023 Q3	$473K	Buy	3,634 +807	+29%	+$123K	0.32%	49
2023 Q2	$463K	Buy	2,827 +300	+12%	+$48.4K	0.29%	51
2023 Q1	$400K	Buy	+2,527	New	+$379K	0.29%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FWG Holdings's CLX Position: Q1 2024 in Review

FWG Holdings sold out of Clorox (CLX) in Q1 2024, closing a stake of 1,478 shares — an estimated $210K sold.

FWG Holdings first reported a position in CLX in Q1 2023 and held it in 4 quarters. The position peaked at $473K in Q3 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

FWG Holdings reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
FWG Holdings sold 1,478 Clorox shares in Q1 2024, an estimated $210K.
FWG Holdings first reported a position in Clorox in Q1 2023 and held it in 4 quarters.
FWG Holdings's Clorox position peaked at $473K in Q3 2023.
1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on FWG Holdings's 13F filing for Q1 2024, filed 13 May 2024.