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Realta Investment Advisors’s Clorox CLX Stock Holding History

Realta Investment Advisors’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
Q2 		– Sell
-1,339
Closed -$205K – 787
2024
Q1 		$205K Buy
+1,339
New +$200K 0.04% 397
2023
Q4 		– Sell
-1,467
Closed -$233K – 482
2023
Q3 		$233K Sell
1,467
-280
-16% -$42.6K 0.05% 350
2023
Q2 		$278K Sell
1,747
-131
-7% -$21.1K 0.06% 319
2023
Q1 		$297K Sell
1,878
-1,208
-39% -$181K 0.07% 292
2022
Q4 		$433K Buy
3,086
+38
+1% +$5.39K 0.11% 228
2022
Q3 		$391K Buy
3,048
+202
+7% +$29.1K 0.1% 232
2022
Q2 		$409K Buy
2,846
+219
+8% +$31.3K 0.1% 218
2022
Q1 		$365K Buy
2,627
+507
+24% +$77.7K 0.07% 267
2021
Q4 		$370K Sell
2,120
-20
-0.9% -$3.33K 0.08% 269
2021
Q3 		$354K Buy
2,140
+124
+6% +$21.4K 0.08% 266
2021
Q2 		$363K Sell
2,016
-324
-14% -$59.1K 0.09% 254
2021
Q1 		$451K Buy
2,340
+275
+13% +$52.9K 0.12% 210
2020
Q4 		$417K Sell
2,065
-618
-23% -$128K 0.12% 193
2020
Q3 		$564K Buy
2,683
+47
+2% +$10.5K 0.19% 134
2020
Q2 		$578K Buy
2,636
+1,001
+61% +$200K 0.19% 134
2020
Q1 		$283K Buy
1,635
+217
+15% +$35.9K 0.12% 213
2019
Q4 		$208K Buy
1,418
+381
+37% +$56.9K 0.06% 333
2019
Q3 		$156K Buy
1,037
+26
+3% +$4.11K 0.04% 385
2019
Q2 		$156K Buy
1,011
+308
+44% +$47K 0.04% 385
2019
Q1 		$114K Buy
+703
New +$109K 0.05% 370

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Realta Investment Advisors's CLX Position: Q2 2024 in Review

Realta Investment Advisors sold out of Clorox (CLX) in Q2 2024, closing a stake of 1,339 shares — an estimated $205K sold.

Realta Investment Advisors first reported a position in CLX in Q1 2019 and held it in 20 quarters. The position peaked at $578K in Q2 2020. 1,093 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • Realta Investment Advisors reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,339 Clorox shares in Q2 2024, an estimated $205K.
  • Realta Investment Advisors first reported a position in Clorox in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's Clorox position peaked at $578K in Q2 2020.
  • 1,093 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.