M3 Advisory Group’s Clorox CLX Stock Holding History

M3 Advisory Group’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 Q4	–	Sell	-1,654	Closed	-$269K	–	149
2024 Q3	$269K	Buy	1,654 +12	+0.7%	+$1.78K	0.2%	112
2024 Q2	$224K	Sell	1,642 -33	-2%	-$4.58K	0.18%	118
2024 Q1	$256K	Sell	1,675 -620	-27%	-$92.5K	0.23%	101
2023 Q4	$327K	Buy	+2,295	New	+$306K	0.38%	61

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

M3 Advisory Group's CLX Position: Q4 2024 in Review

M3 Advisory Group sold out of Clorox (CLX) in Q4 2024, closing a stake of 1,654 shares — an estimated $269K sold.

M3 Advisory Group first reported a position in CLX in Q4 2023 and held it in 4 quarters. The position peaked at $327K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

M3 Advisory Group reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
M3 Advisory Group sold 1,654 Clorox shares in Q4 2024, an estimated $269K.
M3 Advisory Group first reported a position in Clorox in Q4 2023 and held it in 4 quarters.
M3 Advisory Group's Clorox position peaked at $327K in Q4 2023.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on M3 Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.