RFA
CLX icon

Reilly Financial Advisors’s Clorox CLX Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-908
Closed -$114K – 832
2016
Q1 		$114K Buy
908
+246
+37% +$31.3K 0.02% 251
2015
Q4 		$84K Buy
+662
New +$82.2K 0.01% 298

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.