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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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return