Moneta Group Investment Advisors’s Clorox CLX Stock Holding History

Moneta Group Investment 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
2023 Q3	–	Sell	-1,363	Closed	-$217K	–	533
2023 Q2	$217K	Buy	+1,363	New	+$220K	﹤0.01%	490
2020 Q1	–	Sell	-417	Closed	-$64K	–	244
2019 Q4	$64K	Sell	417 -143	-26%	-$21.4K	0.01%	258
2019 Q3	$85K	Buy	+560	New	+$88.5K	0.01%	255
2019 Q2	–	Sell	-1,390	Closed	-$223K	–	252
2019 Q1	$223K	Buy	+1,390	New	+$216K	0.02%	199
2018 Q3	–	Sell	-284	Closed	-$38K	–	261
2018 Q2	$38K	Sell	284 -26,545	-99%	-$3.28M	﹤0.01%	324
2018 Q1	$31K	Buy	26,829 +26,759	+38,227%	+$3.59M	﹤0.01%	357
2017 Q4	$10K	Buy	+70	New	+$9.52K	﹤0.01%	342
2015 Q4	–	Sell	-89	Closed	-$10K	–	192
2015 Q3	$10K	Buy	+89	New	+$9.99K	﹤0.01%	413

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 $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Moneta Group Investment Advisors's CLX Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 1,363 shares — an estimated $217K sold.

Moneta Group Investment Advisors first reported a position in CLX in Q3 2015 and held it in 8 quarters. The position peaked at $223K in Q1 2019. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

Moneta Group Investment Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,363 Clorox shares in Q3 2023, an estimated $217K.
Moneta Group Investment Advisors first reported a position in Clorox in Q3 2015 and held it in 8 quarters.
Moneta Group Investment Advisors's Clorox position peaked at $223K in Q1 2019.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.