LWM Advisory Services’s Clorox CLX Stock Holding History

LWM Advisory Services’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	-1,500	Closed	-$230K	–	83
2024 Q1	$230K	Hold	1,500	–	–	0.18%	84
2023 Q4	$214K	Buy	+1,500	New	+$200K	0.19%	76
2023 Q3	–	Sell	-1,500	Closed	-$239K	–	149
2023 Q2	$239K	Hold	1,500	–	–	0.25%	68
2023 Q1	$237K	Hold	1,500	–	–	0.25%	70
2022 Q4	$210K	Sell	1,500 -336	-18%	-$47.7K	0.23%	76
2022 Q3	$236K	Buy	1,836 +221	+14%	+$31.9K	0.27%	100
2022 Q2	$228K	Buy	+1,615	New	+$231K	0.27%	98

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

LWM Advisory Services's CLX Position: Q2 2024 in Review

LWM Advisory Services sold out of Clorox (CLX) in Q2 2024, closing a stake of 1,500 shares — an estimated $230K sold.

LWM Advisory Services first reported a position in CLX in Q2 2022 and held it in 7 quarters. The position peaked at $239K in Q2 2023. 1,093 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

LWM Advisory Services reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
LWM Advisory Services sold 1,500 Clorox shares in Q2 2024, an estimated $230K.
LWM Advisory Services first reported a position in Clorox in Q2 2022 and held it in 7 quarters.
LWM Advisory Services's Clorox position peaked at $239K in Q2 2023.
1,093 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on LWM Advisory Services's 13F filing for Q2 2024, filed 8 Aug 2024.