Lumature Wealth Partners’s Clorox CLX Stock Holding History

Lumature Wealth Partners’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	$279K	Sell	1,754 -26	-1%	-$4.19K	0.17%	121
2023 Q1	$282K	Buy	1,780 +47	+3%	+$7.05K	0.16%	109
2022 Q4	$243K	Sell	1,733 -99	-5%	-$14.1K	0.14%	127
2022 Q3	$235K	Buy	1,832 +78	+4%	+$11.3K	0.13%	127
2022 Q2	$247K	Buy	1,754 +64	+4%	+$9.14K	0.11%	135
2022 Q1	$235K	Buy	1,690 +1,523	+912%	+$233K	0.09%	158
2021 Q4	$29K	Buy	167 +71	+74%	+$11.8K	0.01%	270
2021 Q3	$16K	Buy	96 +62	+182%	+$10.7K	0.01%	310
2021 Q2	$6K	Buy	34 +24	+240%	+$4.38K	﹤0.01%	314
2021 Q1	$2K	Buy	+10	New	+$1.93K	﹤0.01%	336

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's CLX Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Clorox (CLX) stake by 1.5% in Q2 2023, selling an estimated $4.19K and leaving 1,754 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #121.

Lumature Wealth Partners first reported a position in CLX in Q1 2021 and has held it in 10 quarters since. The position peaked at $282K in Q1 2023. 1,144 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

Lumature Wealth Partners held 1,754 shares of Clorox worth $279K as of Q2 2023.
Lumature Wealth Partners sold 26 Clorox shares in Q2 2023, an estimated $4.19K.
Clorox made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #121 holding.
Lumature Wealth Partners first reported a position in Clorox in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Clorox position peaked at $282K in Q1 2023.
1,144 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.