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Heritage Wealth Management (Arizona)’s Clorox CLX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-70
Closed -$10K – 997
2022
Q1 		$10K Buy
+70
New +$10.7K ﹤0.01% 702
2021
Q3 		$12K Hold
70
– – ﹤0.01% 632
2021
Q2 		$13K Sell
70
-99
-59% -$18.1K ﹤0.01% 625
2021
Q1 		$33K Buy
+169
New +$32.5K 0.02% 432

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CLX Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Clorox (CLX) in Q2 2022, closing a stake of 70 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in CLX in Q1 2021 and held it in 4 quarters. The position peaked at $33K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 70 Clorox shares in Q2 2022, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in Clorox in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Clorox position peaked at $33K in Q1 2021.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.