Ropes Wealth Advisors’s Clorox CLX Stock Holding History

Ropes Wealth 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
2023 Q3	–	Sell	-1,395	Closed	-$222K	–	255
2023 Q2	$222K	Buy	+1,395	New	+$225K	0.04%	262
2021 Q1	–	Sell	-122	Closed	-$25K	–	344
2020 Q4	$25K	Hold	122	–	–	﹤0.01%	461
2020 Q3	$26K	Hold	122	–	–	0.01%	396
2020 Q2	$27K	Hold	122	–	–	0.01%	366
2020 Q1	$21K	Hold	122	–	–	0.01%	359
2019 Q4	$19K	Hold	122	–	–	﹤0.01%	419
2019 Q3	$19K	Hold	122	–	–	﹤0.01%	436
2019 Q2	$19K	Hold	122	–	–	﹤0.01%	433
2019 Q1	$20K	Hold	122	–	–	0.01%	404
2018 Q4	$19K	Hold	122	–	–	0.01%	380
2018 Q3	$18K	Hold	122	–	–	﹤0.01%	409
2018 Q2	$17K	Hold	122	–	–	﹤0.01%	430
2018 Q1	$16K	Hold	122	–	–	﹤0.01%	421
2017 Q4	$18K	Hold	122	–	–	﹤0.01%	456
2017 Q3	$16K	Hold	122	–	–	﹤0.01%	439
2017 Q2	$16K	Sell	122 -2	-2%	-$270	﹤0.01%	412
2017 Q1	$17K	Buy	124 +2	+2%	+$259	﹤0.01%	413
2016 Q4	$15K	Hold	122	–	–	﹤0.01%	421
2016 Q3	$15K	Hold	122	–	–	0.01%	385
2016 Q2	$17K	Sell	122 -55	-31%	-$7.13K	0.01%	336
2016 Q1	$22K	Buy	177 +47	+36%	+$5.97K	0.01%	273
2015 Q4	$16K	Buy	130 +8	+7%	+$993	0.01%	317
2015 Q3	$14K	Hold	122	–	–	0.01%	327
2015 Q2	$13K	Hold	122	–	–	0.01%	242
2015 Q1	$13K	Buy	+122	New	+$13.2K	0.01%	249

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's CLX Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 1,395 shares — an estimated $222K sold.

Ropes Wealth Advisors first reported a position in CLX in Q1 2015 and held it in 25 quarters. The position peaked at $222K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

Ropes Wealth Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 1,395 Clorox shares in Q3 2023, an estimated $222K.
Ropes Wealth Advisors first reported a position in Clorox in Q1 2015 and held it in 25 quarters.
Ropes Wealth Advisors's Clorox position peaked at $222K in Q2 2023.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.