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IAG Wealth Partners’s Clorox CLX Stock Holding History

IAG Wealth Partners’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
-8
Closed -$1K – 440
2022
Q1 		$1K Hold
8
– – ﹤0.01% 412
2021
Q4 		$1K Hold
8
– – ﹤0.01% 383
2021
Q3 		$2K Hold
8
– – ﹤0.01% 359
2021
Q2 		$2K Hold
8
– – ﹤0.01% 343
2021
Q1 		$2K Hold
8
– – ﹤0.01% 339
2020
Q4 		$2K Hold
8
– – ﹤0.01% 322
2020
Q3 		$2K Hold
8
– – ﹤0.01% 317
2020
Q2 		$2K Hold
8
– – ﹤0.01% 345
2020
Q1 		$2K Hold
8
– – ﹤0.01% 328
2019
Q4 		$2K Buy
+8
New +$1.2K ﹤0.01% 364

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAG Wealth Partners's CLX Position: Q2 2022 in Review

IAG Wealth Partners sold out of Clorox (CLX) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in CLX in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • IAG Wealth Partners reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 8 Clorox shares in Q2 2022, an estimated $1K.
  • IAG Wealth Partners first reported a position in Clorox in Q4 2019 and held it in 10 quarters.
  • IAG Wealth Partners's Clorox position peaked at $2K in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.