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JGP Wealth Management’s Clorox CLX Stock Holding History

JGP 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
2022
Q4 		– Sell
-28,274
Closed -$3.56M – 146
2022
Q3 		$3.56M Buy
28,274
+973
+4% +$140K 0.75% 43
2022
Q2 		$4M Buy
27,301
+1,039
+4% +$148K 0.81% 43
2022
Q1 		$3.85M Buy
26,262
+2,128
+9% +$326K 0.71% 42
2021
Q4 		$4.28M Buy
24,134
+1,598
+7% +$266K 0.8% 40
2021
Q3 		$3.73M Buy
22,536
+475
+2% +$81.8K 0.81% 39
2021
Q2 		$3.97M Buy
22,061
+1,004
+5% +$183K 0.85% 40
2021
Q1 		$4.06M Buy
21,057
+281
+1% +$54.1K 0.91% 41
2020
Q4 		$3.98M Buy
20,776
+860
+4% +$178K 0.92% 41
2020
Q3 		$4.29M Buy
19,916
+483
+2% +$108K 1.14% 32
2020
Q2 		$4.38M Buy
19,433
+582
+3% +$116K 1.29% 30
2020
Q1 		$3.41M Sell
18,851
-655
-3% -$108K 1.21% 33
2019
Q4 		$2.99M Buy
19,506
+2,369
+14% +$354K 0.88% 47
2019
Q3 		$2.56M Buy
17,137
+280
+2% +$44.3K 0.89% 47
2019
Q2 		$2.58M Buy
16,857
+374
+2% +$57.1K 0.91% 50
2019
Q1 		$2.65M Sell
16,483
-292
-2% -$45.3K 1% 49
2018
Q4 		$2.59M Buy
16,775
+291
+2% +$45.3K 1.07% 43
2018
Q3 		$2.48M Buy
16,484
+180
+1% +$25.6K 0.99% 47
2018
Q2 		$2.21M Buy
+16,304
New +$2.01M 0.92% 51

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JGP Wealth Management's CLX Position: Q4 2022 in Review

JGP Wealth Management sold out of Clorox (CLX) in Q4 2022, closing a stake of 28,274 shares — an estimated $3.56M sold.

JGP Wealth Management first reported a position in CLX in Q2 2018 and held it in 18 quarters. The position peaked at $4.38M in Q2 2020. 1,108 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • JGP Wealth Management reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
  • JGP Wealth Management sold 28,274 Clorox shares in Q4 2022, an estimated $3.56M.
  • JGP Wealth Management first reported a position in Clorox in Q2 2018 and held it in 18 quarters.
  • JGP Wealth Management's Clorox position peaked at $4.38M in Q2 2020.
  • 1,108 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on JGP Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.