Insigneo Advisory Services’s Clorox CLX Stock Holding History

Insigneo Advisory Services’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	-1,674	Closed	-$256K	–	600
2024 Q1	$256K	Buy	1,674 +21	+1%	+$3.13K	0.03%	420
2023 Q4	$236K	Buy	+1,653	New	+$220K	0.03%	388
2023 Q3	–	Sell	-2,173	Closed	-$346K	–	391
2023 Q2	$346K	Buy	+2,173	New	+$350K	0.07%	255

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

Insigneo Advisory Services's CLX Position: Q2 2024 in Review

Insigneo Advisory Services sold out of Clorox (CLX) in Q2 2024, closing a stake of 1,674 shares — an estimated $256K sold.

Insigneo Advisory Services first reported a position in CLX in Q2 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2023. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

Insigneo Advisory Services reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 1,674 Clorox shares in Q2 2024, an estimated $256K.
Insigneo Advisory Services first reported a position in Clorox in Q2 2023 and held it in 3 quarters.
Insigneo Advisory Services's Clorox position peaked at $346K in Q2 2023.
1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.