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J.W. Coons Advisors’s Clorox CLX Stock Holding History

J.W. Coons 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
2025
Q2 		– Sell
-1,500
Closed -$221K – 242
2025
Q1 		$221K Hold
1,500
– – 0.06% 222
2024
Q4 		$244K Hold
1,500
– – 0.06% 213
2024
Q3 		$244K Hold
1,500
– – 0.06% 215
2024
Q2 		$205K Hold
1,500
– – 0.05% 228
2024
Q1 		$230K Hold
1,500
– – 0.05% 221
2023
Q4 		$214K Buy
+1,500
New +$200K 0.06% 229
2023
Q3 		– Sell
-1,500
Closed -$239K – 227
2023
Q2 		$239K Hold
1,500
– – 0.07% 217
2023
Q1 		$237K Buy
+1,500
New +$225K 0.07% 221
2021
Q1 		– Sell
-1,000
Closed -$202K – 219
2020
Q4 		$202K Hold
1,000
– – 0.08% 200
2020
Q3 		$210K Sell
1,000
-428
-30% -$95.3K 0.09% 187
2020
Q2 		$313K Hold
1,428
– – 0.14% 148
2020
Q1 		$247K Buy
+1,428
New +$236K 0.13% 161

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return