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Lantern Wealth Advisors’s Clorox CLX Stock Holding History

Lantern Wealth 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
2024
Q4 		$349K Hold
2,150
– – 0.23% 90
2024
Q3 		$350K Hold
2,150
– – 0.24% 86
2024
Q2 		$293K Hold
2,150
– – 0.21% 92
2024
Q1 		$329K Buy
2,150
+200
+10% +$29.9K 0.23% 93
2023
Q4 		$278K Buy
+1,950
New +$260K 0.22% 92

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lantern Wealth Advisors's CLX Position: Q4 2024 in Review

Lantern Wealth Advisors held its Clorox (CLX) position steady in Q4 2024 at 2,150 shares worth $349K. The position accounts for 0.23% of the portfolio, ranked #90.

Lantern Wealth Advisors first reported a position in CLX in Q4 2023 and has held it in 5 quarters since. The position peaked at $350K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Lantern Wealth Advisors held 2,150 shares of Clorox worth $349K as of Q4 2024.
  • Lantern Wealth Advisors left its Clorox share count unchanged in Q4 2024.
  • Clorox made up 0.23% of Lantern Wealth Advisors's portfolio in Q4 2024, its #90 holding.
  • Lantern Wealth Advisors first reported a position in Clorox in Q4 2023 and has held it in 5 quarters since.
  • Lantern Wealth Advisors's Clorox position peaked at $350K in Q3 2024.
  • 1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.