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Level Financial Advisors’s Clorox CLX Stock Holding History

Level 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
2022
Q4 		– Sell
-1
Closed – – 280
2022
Q3 		$0 Hold
1
– – ﹤0.01% 257
2022
Q2 		$0 Hold
1
– – ﹤0.01% 307
2022
Q1 		$0 Sell
1
-341
-100% -$52.3K ﹤0.01% 236
2021
Q4 		$60K Buy
+342
New +$57K 0.05% 83

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

Level Financial Advisors's CLX Position: Q4 2022 in Review

Level Financial Advisors sold out of Clorox (CLX) in Q4 2022, closing a stake of 1 share.

Level Financial Advisors first reported a position in CLX in Q4 2021 and held it in 4 quarters. The position peaked at $60K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Level Financial Advisors reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
  • Level Financial Advisors sold 1 Clorox share in Q4 2022.
  • Level Financial Advisors first reported a position in Clorox in Q4 2021 and held it in 4 quarters.
  • Level Financial Advisors's Clorox position peaked at $60K in Q4 2021.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.