Herold Advisors’s Clorox CLX Stock Holding History

Herold Advisors’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	-800	Closed	-$111K	–	270
2022 Q1	$111K	Buy	+800	New	+$123K	0.04%	259
2021 Q4	–	Sell	-800	Closed	-$132K	–	272
2021 Q3	$132K	Buy	+800	New	+$138K	0.05%	242

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Herold Advisors's CLX Position: Q2 2022 in Review

Herold Advisors sold out of Clorox (CLX) in Q2 2022, closing a stake of 800 shares — an estimated $111K sold.

Herold Advisors first reported a position in CLX in Q3 2021 and held it in 2 quarters. The position peaked at $132K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

Herold Advisors reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 800 Clorox shares in Q2 2022, an estimated $111K.
Herold Advisors first reported a position in Clorox in Q3 2021 and held it in 2 quarters.
Herold Advisors's Clorox position peaked at $132K in Q3 2021.
1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.