NWM
CLX icon

Nicola Wealth Management’s Clorox CLX Stock Holding History

Nicola Wealth Management’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
2022
Q3 		– Sell
-4,487
Closed -$633K – 131
2022
Q2 		$633K Buy
4,487
+1,076
+32% +$154K 0.06% 118
2022
Q1 		$474K Buy
3,411
+1,209
+55% +$185K 0.04% 113
2021
Q4 		$385K Buy
2,202
+977
+80% +$163K 0.04% 116
2021
Q3 		$203K Buy
+1,225
New +$211K 0.02% 115
2021
Q1 		– Sell
-2,717
Closed -$548K – 114
2020
Q4 		$548K Sell
2,717
-383
-12% -$79.3K 0.07% 104
2020
Q3 		$652K Sell
3,100
-4,000
-56% -$891K 0.09% 108
2020
Q2 		$1.56M Hold
7,100
– – 0.22% 94
2020
Q1 		$1.73M Sell
7,100
-3,200
-31% -$529K 0.26% 87
2019
Q4 		$2.05M Hold
10,300
– – 0.31% 83
2019
Q3 		$2.07M Sell
10,300
-400
-4% -$63.2K 0.32% 81
2019
Q2 		$2.15M Sell
10,700
-2,400
-18% -$367K 0.36% 80
2019
Q1 		$2.81M Sell
13,100
-3,400
-21% -$527K 0.42% 80
2018
Q4 		$3.47M Sell
16,500
-4,200
-20% -$654K 0.57% 69
2018
Q3 		$4.02M Buy
20,700
+300
+1% +$42.6K 0.69% 62
2018
Q2 		$3.63M Buy
20,400
+1,300
+7% +$160K 0.7% 51
2018
Q1 		$2.54M Buy
+19,100
New +$2.57M 0.51% 75

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nicola Wealth Management's CLX Position: Q3 2022 in Review

Nicola Wealth Management sold out of Clorox (CLX) in Q3 2022, closing a stake of 4,487 shares — an estimated $633K sold.

Nicola Wealth Management first reported a position in CLX in Q1 2018 and held it in 16 quarters. The position peaked at $4.02M in Q3 2018. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • Nicola Wealth Management reported no remaining Clorox position as of Q3 2022 after selling out during the quarter.
  • Nicola Wealth Management sold 4,487 Clorox shares in Q3 2022, an estimated $633K.
  • Nicola Wealth Management first reported a position in Clorox in Q1 2018 and held it in 16 quarters.
  • Nicola Wealth Management's Clorox position peaked at $4.02M in Q3 2018.
  • 1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Nicola Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.