Reilly Financial Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $86K | Sell |
493
-65
| -12% | -$10.8K | 0.01% | 310 |
|
|
2021
Q3 | $92K | Sell |
558
-56
| -9% | -$9.64K | 0.01% | 279 |
|
|
2021
Q2 | $110K | Sell |
614
-66
| -10% | -$12K | 0.01% | 258 |
|
|
2021
Q1 | $131K | Buy |
680
+39
| +6% | +$7.51K | 0.01% | 238 |
|
|
2020
Q4 | $129K | Hold |
641
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $135K | Sell |
641
-92
| -13% | -$20.5K | 0.01% | 208 |
|
|
2020
Q2 | $161K | Sell |
733
-11,267
| -94% | -$2.25M | 0.02% | 189 |
|
|
2020
Q1 | $2.08M | Sell |
12,000
-283
| -2% | -$46.8K | 0.3% | 63 |
|
|
2019
Q4 | $1.89M | Buy |
12,283
+630
| +5% | +$94.2K | 0.21% | 80 |
|
|
2019
Q3 | $1.77M | Buy |
11,653
+1,030
| +10% | +$163K | 0.22% | 79 |
|
|
2019
Q2 | $1.63M | Buy |
10,623
+10,134
| +2,072% | +$1.55M | 0.2% | 85 |
|
|
2019
Q1 | $78K | Hold |
489
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $75K | Sell |
489
-228
| -32% | -$35.5K | 0.01% | 262 |
|
|
2018
Q3 | $108K | Buy |
717
+1
| +0.1% | +$142 | 0.01% | 235 |
|
|
2018
Q2 | $97K | Hold |
716
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $95K | Hold |
716
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $106K | Hold |
716
| – | – | 0.02% | 220 |
|
|
2017
Q3 | $94K | Hold |
716
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $95K | Hold |
716
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $96K | Buy |
716
+56
| +8% | +$7.25K | 0.02% | 208 |
|
|
2016
Q4 | $79K | Sell |
660
-180
| -21% | -$21.2K | 0.01% | 219 |
|
|
2016
Q3 | $105K | Hold |
840
| – | – | 0.02% | 185 |
|
|
2016
Q2 | $116K | Buy |
+840
| New | +$109K | 0.02% | 180 |
|
|
2015
Q4 | – | Sell |
-612
| Closed | -$76K | – | 1235 |
|
|
2015
Q3 | $71K | Sell |
612
-200
| -25% | -$22.5K | 0.01% | 319 |
|
|
2015
Q2 | $84K | Hold |
812
| – | – | 0.01% | 318 |
|
|
2015
Q1 | $90K | Hold |
812
| – | – | 0.02% | 291 |
|
|
2014
Q4 | $85K | Sell |
812
-132
| -14% | -$13.2K | 0.02% | 203 |
|
|
2014
Q3 | $91K | Hold |
944
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $86K | Sell |
944
-4,504
| -83% | -$403K | 0.02% | 197 |
|
|
2014
Q1 | $479K | Buy |
5,448
+4,504
| +477% | +$395K | 0.11% | 75 |
|
|
2013
Q4 | $88K | Buy |
944
+545
| +137% | +$49.1K | 0.02% | 174 |
|
|
2013
Q3 | $33K | Sell |
399
-50
| -11% | -$4.22K | 0.01% | 277 |
|
|
2013
Q2 | $37K | Buy |
+449
| New | +$38.6K | 0.01% | 264 |
|
Other funds holding CLX
CIP
Reilly Financial Advisors's CLX Position: Q4 2021 in Review
Reilly Financial Advisors reduced its Clorox (CLX) stake by 12% in Q4 2021, selling an estimated $10.8K and leaving 493 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #310.
Reilly Financial Advisors first reported a position in CLX in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.08M in Q1 2020. 1,220 funds tracked by Wall St. Rank hold CLX as of Q4 2021.
- Reilly Financial Advisors held 493 shares of Clorox worth $86K as of Q4 2021.
- Reilly Financial Advisors sold 65 Clorox shares in Q4 2021, an estimated $10.8K.
- Clorox made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #310 holding.
- Reilly Financial Advisors first reported a position in Clorox in Q2 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's Clorox position peaked at $2.08M in Q1 2020.
- 1,220 funds tracked by Wall St. Rank held Clorox as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.