GDS Wealth Management’s Clorox CLX Stock Holding History

GDS Wealth 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
2024 Q2	–	Sell	-4,041	Closed	-$619K	–	143
2024 Q1	$619K	Hold	4,041	–	–	0.07%	77
2023 Q4	$576K	Buy	4,041 +2	+0%	+$267	0.08%	76
2023 Q3	$529K	Hold	4,039	–	–	0.08%	69
2023 Q2	$642K	Hold	4,039	–	–	0.1%	70
2023 Q1	$639K	Hold	4,039	–	–	0.11%	65
2022 Q4	$567K	Hold	4,039	–	–	0.11%	70
2022 Q3	$519K	Buy	+4,039	New	+$583K	0.12%	67

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

GDS Wealth Management's CLX Position: Q2 2024 in Review

GDS Wealth Management sold out of Clorox (CLX) in Q2 2024, closing a stake of 4,041 shares — an estimated $619K sold.

GDS Wealth Management first reported a position in CLX in Q3 2022 and held it in 7 quarters. The position peaked at $642K in Q2 2023. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

GDS Wealth Management reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
GDS Wealth Management sold 4,041 Clorox shares in Q2 2024, an estimated $619K.
GDS Wealth Management first reported a position in Clorox in Q3 2022 and held it in 7 quarters.
GDS Wealth Management's Clorox position peaked at $642K in Q2 2023.
1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on GDS Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.