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Livelsberger Financial Advisory’s Clorox CLX Stock Holding History

Livelsberger Financial Advisory’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
Q1 		– Sell
-150
Closed -$21.4K – 47
2023
Q4 		$21.4K Buy
+150
New +$20K 0.02% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Livelsberger Financial Advisory's CLX Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Clorox (CLX) in Q1 2024, closing a stake of 150 shares — an estimated $21.4K sold.

Livelsberger Financial Advisory first reported a position in CLX in Q4 2023 and held it in 1 quarter. The position peaked at $21.4K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 150 Clorox shares in Q1 2024, an estimated $21.4K.
  • Livelsberger Financial Advisory first reported a position in Clorox in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Clorox position peaked at $21.4K in Q4 2023.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.