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High Net Worth Advisory Group’s Clorox CLX Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-70
Closed -$9.82K – 260
2022
Q4 		$9.82K Buy
+70
New +$9.94K ﹤0.01% 507
2022
Q2 		– Sell
-30
Closed -$4K – 676
2022
Q1 		$4K Hold
30
– – ﹤0.01% 599
2021
Q4 		$5K Buy
+30
New +$5K ﹤0.01% 598

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's CLX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Clorox (CLX) in Q1 2023, closing a stake of 70 shares — an estimated $9.82K sold.

High Net Worth Advisory Group first reported a position in CLX in Q4 2021 and held it in 3 quarters. The position peaked at $9.82K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold CLX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Clorox position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 70 Clorox shares in Q1 2023, an estimated $9.82K.
  • High Net Worth Advisory Group first reported a position in Clorox in Q4 2021 and held it in 3 quarters.
  • High Net Worth Advisory Group's Clorox position peaked at $9.82K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Clorox as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.