Icon Wealth Partners’s Clorox CLX Stock Holding History

Icon 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
2023 Q2	–	Sell	-733	Closed	-$116K	–	416
2023 Q1	$116K	Buy	+733	New	+$110K	0.01%	383
2019 Q2	–	Sell	-477	Closed	-$77K	–	275
2019 Q1	$77K	Buy	+477	New	+$74K	0.03%	280

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's CLX Position: Q2 2023 in Review

Icon Wealth Partners sold out of Clorox (CLX) in Q2 2023, closing a stake of 733 shares — an estimated $116K sold.

Icon Wealth Partners first reported a position in CLX in Q1 2019 and held it in 2 quarters. The position peaked at $116K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

Icon Wealth Partners reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
Icon Wealth Partners sold 733 Clorox shares in Q2 2023, an estimated $116K.
Icon Wealth Partners first reported a position in Clorox in Q1 2019 and held it in 2 quarters.
Icon Wealth Partners's Clorox position peaked at $116K in Q1 2023.
1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.