Partnership Wealth Management’s Clorox CLX Stock Holding History

Partnership 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
2024 Q4	–	Sell	-900	Closed	-$147K	–	91
2024 Q3	$147K	Hold	900	–	–	0.1%	81
2024 Q2	$123K	Hold	900	–	–	0.09%	113
2024 Q1	$138K	Hold	900	–	–	0.1%	112
2023 Q4	$131K	Buy	+900	New	+$120K	0.1%	110

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

Partnership Wealth Management's CLX Position: Q4 2024 in Review

Partnership Wealth Management sold out of Clorox (CLX) in Q4 2024, closing a stake of 900 shares — an estimated $147K sold.

Partnership Wealth Management first reported a position in CLX in Q4 2023 and held it in 4 quarters. The position peaked at $147K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

Partnership Wealth Management reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 900 Clorox shares in Q4 2024, an estimated $147K.
Partnership Wealth Management first reported a position in Clorox in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's Clorox position peaked at $147K in Q3 2024.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.