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Ritholtz Wealth Management’s Clorox CLX Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-1,314
Closed -$214K – 865
2024
Q3 		$214K Buy
+1,314
New +$195K 0.01% 798
2024
Q2 		– Sell
-9,116
Closed -$1.4M – 828
2024
Q1 		$1.4M Sell
9,116
-623
-6% -$93K 0.05% 270
2023
Q4 		$1.39M Buy
9,739
+6,808
+232% +$908K 0.05% 238
2023
Q3 		$384K Sell
2,931
-710
-20% -$108K 0.02% 500
2023
Q2 		$579K Buy
3,641
+172
+5% +$27.7K 0.03% 399
2023
Q1 		$549K Buy
+3,469
New +$520K 0.03% 383
2022
Q4 		– Sell
-2,744
Closed -$352K – 602
2022
Q3 		$352K Buy
+2,744
New +$396K 0.02% 496
2020
Q3 		– Sell
-913
Closed -$200K – 333
2020
Q2 		$200K Buy
+913
New +$182K 0.03% 242

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $528B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return