PWSG
CLX icon

Pacific Wealth Strategies Group’s Clorox CLX Stock Holding History

Pacific Wealth Strategies 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
2022
Q2 		– Sell
-11,508
Closed -$1.6M – 51
2022
Q1 		$1.6M Sell
11,508
-115
-1% -$17.6K 0.67% 35
2021
Q4 		$2.03M Buy
11,623
+44
+0.4% +$7.33K 0.71% 35
2021
Q3 		$1.92M Buy
11,579
+488
+4% +$84K 0.71% 39
2021
Q2 		$2M Sell
11,091
-28
-0.3% -$5.11K 0.76% 39
2021
Q1 		$2.15M Sell
11,119
-14
-0.1% -$2.69K 0.9% 36
2020
Q4 		$2.2M Buy
11,133
+47
+0.4% +$9.73K 0.95% 35
2020
Q3 		$2.33M Buy
11,086
+68
+0.6% +$15.1K 1.22% 28
2020
Q2 		$2.42M Buy
11,018
+100
+0.9% +$20K 1.34% 26
2020
Q1 		$1.89M Buy
10,918
+59
+0.5% +$9.75K 1.29% 28
2019
Q4 		$1.67M Buy
10,859
+105
+1% +$15.7K 0.92% 39
2019
Q3 		$1.63M Sell
10,754
-19
-0.2% -$3K 1.01% 35
2019
Q2 		$1.65M Hold
10,773
– – 1.03% 38
2019
Q1 		$1.73M Sell
10,773
-391
-4% -$60.7K 1.12% 35
2018
Q4 		$1.72M Buy
11,164
+6
+0.1% +$935 1.23% 33
2018
Q3 		$1.68M Sell
11,158
-62
-0.6% -$8.81K 1.07% 36
2018
Q2 		$1.52M Buy
11,220
+298
+3% +$36.8K 1.05% 36
2018
Q1 		$1.45M Buy
10,922
+134
+1% +$18K 1.03% 37
2017
Q4 		$1.6M Buy
10,788
+142
+1% +$19.3K 1.14% 32
2017
Q3 		$1.4M Sell
10,646
-443
-4% -$59.5K 1.11% 33
2017
Q2 		$1.48M Buy
11,089
+88
+0.8% +$11.9K 1.26% 31
2017
Q1 		$1.48M Sell
11,001
-1,399
-11% -$181K 1.29% 28
2016
Q4 		$1.49M Buy
+12,400
New +$1.46M 1.47% 26

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Wealth Strategies Group's CLX Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of Clorox (CLX) in Q2 2022, closing a stake of 11,508 shares — an estimated $1.6M sold.

Pacific Wealth Strategies Group first reported a position in CLX in Q4 2016 and held it in 22 quarters. The position peaked at $2.42M in Q2 2020. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

  • Pacific Wealth Strategies Group reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 11,508 Clorox shares in Q2 2022, an estimated $1.6M.
  • Pacific Wealth Strategies Group first reported a position in Clorox in Q4 2016 and held it in 22 quarters.
  • Pacific Wealth Strategies Group's Clorox position peaked at $2.42M in Q2 2020.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.