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Planning Capital Management Corporation’s Clorox CLX Stock Holding History

Planning Capital Management Corporation’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
Q3 		$177K Sell
1,086
-3
-0.3% -$445 0.12% 93
2024
Q2 		$149K Buy
1,089
+2
+0.2% +$278 0.1% 104
2024
Q1 		$166K Buy
1,087
+1
+0.1% +$149 0.12% 98
2023
Q4 		$155K Buy
+1,086
New +$145K 0.12% 100

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Planning Capital Management Corporation's CLX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Clorox (CLX) stake by 0.28% in Q3 2024, selling an estimated $445 and leaving 1,086 shares worth $177K. The position accounts for 0.12% of the portfolio, ranked #93.

Planning Capital Management Corporation first reported a position in CLX in Q4 2023 and has held it in 4 quarters since. 1,152 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

  • Planning Capital Management Corporation held 1,086 shares of Clorox worth $177K as of Q3 2024.
  • Planning Capital Management Corporation sold 3 Clorox shares in Q3 2024, an estimated $445.
  • Clorox made up 0.12% of Planning Capital Management Corporation's portfolio in Q3 2024, its #93 holding.
  • Planning Capital Management Corporation first reported a position in Clorox in Q4 2023 and has held it in 4 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.