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Provence Wealth Management Group’s Clorox CLX Stock Holding History

Provence Wealth Management 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
2023
Q4 		$4.71K Hold
33
– – ﹤0.01% 364
2023
Q3 		$4.33K Buy
+33
New +$5.01K ﹤0.01% 369

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Provence Wealth Management Group's CLX Position: Q4 2023 in Review

Provence Wealth Management Group held its Clorox (CLX) position steady in Q4 2023 at 33 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Provence Wealth Management Group first reported a position in CLX in Q3 2023 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Provence Wealth Management Group held 33 shares of Clorox worth $4.71K as of Q4 2023.
  • Provence Wealth Management Group left its Clorox share count unchanged in Q4 2023.
  • Clorox made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #364 holding.
  • Provence Wealth Management Group first reported a position in Clorox in Q3 2023 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.