IBEX Wealth Advisors’s Clorox CLX Stock Holding History

IBEX Wealth 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
2024 Q3	–	Sell	-122	Closed	-$16.6K	–	103
2024 Q2	$16.6K	Buy	+122	New	+$16.9K	﹤0.01%	204
2021 Q4	–	Sell	-122	Closed	-$20K	–	230
2021 Q3	$20K	Buy	+122	New	+$21K	﹤0.01%	316
2019 Q3	–	Sell	-136	Closed	-$20K	–	132
2019 Q2	$20K	Buy	+136	New	+$20.8K	0.01%	280
2017 Q1	–	Sell	-136	Closed	-$17K	–	125
2016 Q4	$17K	Buy	+136	New	+$16K	0.01%	233

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IBEX Wealth Advisors's CLX Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Clorox (CLX) in Q3 2024, closing a stake of 122 shares — an estimated $16.6K sold.

IBEX Wealth Advisors first reported a position in CLX in Q4 2016 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 1,151 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

IBEX Wealth Advisors reported no remaining Clorox position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 122 Clorox shares in Q3 2024, an estimated $16.6K.
IBEX Wealth Advisors first reported a position in Clorox in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Clorox position peaked at $20K in Q3 2021.
1,151 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.