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Liberty Wealth Management’s Clorox CLX Stock Holding History

Liberty 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
2023
Q2 		– Sell
-1,307
Closed -$207K – 197
2023
Q1 		$207K Buy
+1,307
New +$196K 0.04% 215
2022
Q3 		$593K Buy
4,622
+87
+2% +$12.6K 0.16% 75
2022
Q2 		$639K Buy
4,535
+132
+3% +$18.9K 0.26% 68
2022
Q1 		$612K Buy
4,403
+165
+4% +$25.3K 0.22% 68
2021
Q4 		$738K Buy
4,238
+58
+1% +$9.67K 0.03% 79
2021
Q3 		$692K Buy
4,180
+28
+0.7% +$4.82K 0.25% 62
2021
Q2 		$747K Buy
4,152
+48
+1% +$8.76K 0.29% 51
2021
Q1 		$862K Hold
4,104
– – 0.42% 36
2020
Q4 		$862K Sell
4,104
-128
-3% -$26.5K 0.42% 36
2020
Q3 		$890K Buy
4,232
+9
+0.2% +$2K 0.52% 30
2020
Q2 		$926K Sell
4,223
-161
-4% -$32.2K 0.65% 27
2020
Q1 		$725K Sell
4,384
-243
-5% -$40.1K 0.63% 30
2019
Q4 		$710K Buy
4,627
+28
+0.6% +$4.18K 0.56% 31
2019
Q3 		$698K Sell
4,599
-16
-0.3% -$2.53K 0.66% 30
2019
Q2 		$707K Buy
4,615
+566
+14% +$86.5K 0.62% 32
2019
Q1 		$649K Sell
4,049
-7
-0.2% -$1.09K 0.49% 27
2018
Q4 		$625K Buy
+4,056
New +$632K 0.47% 26

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's CLX Position: Q2 2023 in Review

Liberty Wealth Management sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,307 shares — an estimated $207K sold.

Liberty Wealth Management first reported a position in CLX in Q4 2018 and held it in 17 quarters. The position peaked at $926K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Liberty Wealth Management reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 1,307 Clorox shares in Q2 2023, an estimated $207K.
  • Liberty Wealth Management first reported a position in Clorox in Q4 2018 and held it in 17 quarters.
  • Liberty Wealth Management's Clorox position peaked at $926K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.