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Johanson Financial Advisors’s Clorox CLX Stock Holding History

Johanson Financial 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
2021
Q4 		$383K Sell
2,197
-293
-12% -$48.8K 0.12% 97
2021
Q3 		$412K Sell
2,490
-146
-6% -$25.1K 0.14% 87
2021
Q2 		$479K Sell
2,636
-188
-7% -$34.3K 0.16% 86
2021
Q1 		$533K Sell
2,824
-454
-14% -$87.4K 0.19% 80
2020
Q4 		$662K Buy
3,278
+27
+0.8% +$5.59K 0.27% 69
2020
Q3 		$680K Buy
3,251
+131
+4% +$29.2K 0.3% 63
2020
Q2 		$684K Buy
3,120
+318
+11% +$63.5K 0.34% 58
2020
Q1 		$487K Sell
2,802
-422,647
-99% -$69.8M 0.28% 62
2019
Q4 		$2.77M Buy
425,449
+422,711
+15,439% +$63.2M 0.13% 88
2019
Q3 		$415K Sell
2,738
-23
-0.8% -$3.64K 0.22% 70
2019
Q2 		$421K Sell
2,761
-223
-7% -$34.1K 0.22% 71
2019
Q1 		$477K Buy
2,984
+160
+6% +$24.8K 0.27% 67
2018
Q4 		$438K Buy
2,824
+105
+4% +$16.4K 0.3% 61
2018
Q3 		$410K Sell
2,719
-35
-1% -$4.97K 0.24% 72
2018
Q2 		$372K Buy
2,754
+331
+14% +$40.9K 0.24% 65
2018
Q1 		$323K Buy
+2,423
New +$325K 0.21% 73

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Johanson Financial Advisors's CLX Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Clorox (CLX) stake by 12% in Q4 2021, selling an estimated $48.8K and leaving 2,197 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #97.

Johanson Financial Advisors first reported a position in CLX in Q1 2018 and has held it in 16 quarters since. The position peaked at $2.77M in Q4 2019. 1,219 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Johanson Financial Advisors held 2,197 shares of Clorox worth $383K as of Q4 2021.
  • Johanson Financial Advisors sold 293 Clorox shares in Q4 2021, an estimated $48.8K.
  • Clorox made up 0.12% of Johanson Financial Advisors's portfolio in Q4 2021, its #97 holding.
  • Johanson Financial Advisors first reported a position in Clorox in Q1 2018 and has held it in 16 quarters since.
  • Johanson Financial Advisors's Clorox position peaked at $2.77M in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.