Optivise Advisory Services’s Clorox CLX Stock Holding History

Optivise 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 Q4	–	Sell	-1,462	Closed	-$238K	–	181
2024 Q3	$238K	Sell	1,462 -221	-13%	-$32.7K	0.13%	148
2024 Q2	$230K	Buy	+1,683	New	+$234K	0.12%	157

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

Optivise Advisory Services's CLX Position: Q4 2024 in Review

Optivise Advisory Services sold out of Clorox (CLX) in Q4 2024, closing a stake of 1,462 shares — an estimated $238K sold.

Optivise Advisory Services first reported a position in CLX in Q2 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

Optivise Advisory Services reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
Optivise Advisory Services sold 1,462 Clorox shares in Q4 2024, an estimated $238K.
Optivise Advisory Services first reported a position in Clorox in Q2 2024 and held it in 2 quarters.
Optivise Advisory Services's Clorox position peaked at $238K in Q3 2024.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Optivise Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.