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Plancorp LLC’s Clorox CLX Stock Holding History

Plancorp LLC’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
Q1 		– Sell
-1,451
Closed -$207K – 298
2023
Q4 		$207K Buy
+1,451
New +$193K 0.01% 267
2023
Q3 		– Sell
-1,379
Closed -$219K – 260
2023
Q2 		$219K Buy
1,379
+9
+0.7% +$1.45K 0.01% 228
2023
Q1 		$217K Buy
+1,370
New +$205K 0.01% 236
2022
Q3 		– Sell
-1,426
Closed -$201K – 232
2022
Q2 		$201K Buy
+1,426
New +$204K 0.01% 231
2022
Q1 		– Sell
-1,460
Closed -$255K – 248
2021
Q4 		$255K Sell
1,460
-183
-11% -$30.5K 0.02% 212
2021
Q3 		$272K Buy
+1,643
New +$283K 0.02% 199
2021
Q2 		– Sell
-1,391
Closed -$268K – 221
2021
Q1 		$268K Sell
1,391
-14
-1% -$2.69K 0.06% 176
2020
Q4 		$284K Sell
1,405
-156
-10% -$32.3K 0.07% 161
2020
Q3 		$328K Sell
1,561
-129
-8% -$28.7K 0.1% 130
2020
Q2 		$371K Buy
1,690
+150
+10% +$30K 0.11% 121
2020
Q1 		$267K Sell
1,540
-44
-3% -$7.27K 0.1% 132
2019
Q4 		$243K Buy
+1,584
New +$237K 0.07% 172
2017
Q3 		– Sell
-1,619
Closed -$216K – 168
2017
Q2 		$216K Hold
1,619
– – 0.06% 156
2017
Q1 		$219K Buy
+1,619
New +$210K 0.06% 154

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Plancorp LLC's CLX Position: Q1 2024 in Review

Plancorp LLC sold out of Clorox (CLX) in Q1 2024, closing a stake of 1,451 shares — an estimated $207K sold.

Plancorp LLC first reported a position in CLX in Q1 2017 and held it in 14 quarters. The position peaked at $371K in Q2 2020. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Plancorp LLC reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • Plancorp LLC sold 1,451 Clorox shares in Q1 2024, an estimated $207K.
  • Plancorp LLC first reported a position in Clorox in Q1 2017 and held it in 14 quarters.
  • Plancorp LLC's Clorox position peaked at $371K in Q2 2020.
  • 1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Plancorp LLC's 13F filing for Q1 2024, filed 15 May 2024.