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ICA Group Wealth Management’s Clorox CLX Stock Holding History

ICA Group 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
-877
Closed -$134K – 865
2024
Q1 		$134K Sell
877
-27
-3% -$4.03K 0.03% 346
2023
Q4 		$129K Buy
+904
New +$121K 0.03% 317
2023
Q3 		– Sell
-1,030
Closed -$164K – 392
2023
Q2 		$164K Sell
1,030
-300
-23% -$48.4K 0.04% 258
2023
Q1 		$210K Buy
+1,330
New +$199K 0.05% 231

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ICA Group Wealth Management's CLX Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Clorox (CLX) in Q2 2024, closing a stake of 877 shares — an estimated $134K sold.

ICA Group Wealth Management first reported a position in CLX in Q1 2023 and held it in 4 quarters. The position peaked at $210K in Q1 2023. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 877 Clorox shares in Q2 2024, an estimated $134K.
  • ICA Group Wealth Management first reported a position in Clorox in Q1 2023 and held it in 4 quarters.
  • ICA Group Wealth Management's Clorox position peaked at $210K in Q1 2023.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.