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LVW Advisors’s Clorox CLX Stock Holding History

LVW 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
Q2 		– Sell
-1,610
Closed -$247K – 297
2024
Q1 		$247K Buy
+1,610
New +$240K 0.04% 254

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LVW Advisors's CLX Position: Q2 2024 in Review

LVW Advisors sold out of Clorox (CLX) in Q2 2024, closing a stake of 1,610 shares — an estimated $247K sold.

LVW Advisors first reported a position in CLX in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • LVW Advisors reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • LVW Advisors sold 1,610 Clorox shares in Q2 2024, an estimated $247K.
  • LVW Advisors first reported a position in Clorox in Q1 2024 and held it in 1 quarter.
  • LVW Advisors's Clorox position peaked at $247K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on LVW Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.