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Horizon Wealth Management’s Clorox CLX Stock Holding History

Horizon 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
-2,862
Closed -$438K – 84
2024
Q1 		$438K Hold
2,862
– – 0.11% 44
2023
Q4 		$408K Buy
2,862
+3
+0.1% +$400 0.11% 44
2023
Q3 		$375K Buy
2,859
+1
+0% +$152 0.15% 43
2023
Q2 		$455K Buy
2,858
+1
+0% +$161 0.18% 38
2023
Q1 		$452K Hold
2,857
– – 0.34% 35
2022
Q4 		$401K Buy
2,857
+1
+0% +$142 0.33% 33
2022
Q3 		$367K Sell
2,856
-17
-0.6% -$2.45K 0.27% 35
2022
Q2 		$405K Buy
2,873
+1
+0% +$143 0.17% 58
2022
Q1 		$399K Hold
2,872
– – 0.12% 66
2021
Q4 		$501K Buy
+2,872
New +$479K 0.15% 57

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Horizon Wealth Management sold out of Clorox (CLX) in Q2 2024, closing a stake of 2,862 shares — an estimated $438K sold.

Horizon Wealth Management first reported a position in CLX in Q4 2021 and held it in 10 quarters. The position peaked at $501K in Q4 2021. 1,092 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • Horizon Wealth Management reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 2,862 Clorox shares in Q2 2024, an estimated $438K.
  • Horizon Wealth Management first reported a position in Clorox in Q4 2021 and held it in 10 quarters.
  • Horizon Wealth Management's Clorox position peaked at $501K in Q4 2021.
  • 1,092 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Horizon Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.