Halpern Financial’s Clorox CLX Stock Holding History

Halpern Financial’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 Q3	$24.7K	Hold	150	–	–	0.01%	115
2024 Q2	$20.5K	Hold	150	–	–	0.01%	125
2024 Q1	$22K	Hold	150	–	–	0.01%	124
2023 Q4	$21.2K	Buy	150 +100	+200%	+$13.3K	0.01%	139
2023 Q3	$6.55K	Buy	+50	New	+$7.6K	﹤0.01%	175
2022 Q1	–	Sell	-225	Closed	-$39.2K	–	234
2021 Q4	$39.2K	Buy	225 +137	+156%	+$22.8K	0.02%	95
2021 Q3	$14.6K	Buy	+88	New	+$15.2K	0.01%	147

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

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

Norges Bank Oslo, Norway $935B AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Halpern Financial's CLX Position: Q3 2024 in Review

Halpern Financial held its Clorox (CLX) position steady in Q3 2024 at 150 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #115.

Halpern Financial first reported a position in CLX in Q3 2021 and has held it in 7 quarters since. The position peaked at $39.2K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

Halpern Financial held 150 shares of Clorox worth $24.7K as of Q3 2024.
Halpern Financial left its Clorox share count unchanged in Q3 2024.
Clorox made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #115 holding.
Halpern Financial first reported a position in Clorox in Q3 2021 and has held it in 7 quarters since.
Halpern Financial's Clorox position peaked at $39.2K in Q4 2021.
1,152 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.