San Luis Wealth Advisors’s Clorox CLX Stock Holding History

San Luis 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	-8,549	Closed	-$1.36M	–	86
2023 Q2	$1.36M	Sell	8,549 -6,462	-43%	-$1.04M	0.48%	56
2023 Q1	$2.38M	Buy	+15,011	New	+$2.25M	0.91%	22
2022 Q2	–	Sell	-893	Closed	-$156K	–	135
2022 Q1	$156K	Buy	+893	New	+$137K	0.08%	169
2020 Q4	$510K	Buy	+2,527	New	+$523K	0.33%	80

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

San Luis Wealth Advisors's CLX Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 8,549 shares — an estimated $1.36M sold.

San Luis Wealth Advisors first reported a position in CLX in Q4 2020 and held it in 4 quarters. The position peaked at $2.38M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

San Luis Wealth Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 8,549 Clorox shares in Q3 2023, an estimated $1.36M.
San Luis Wealth Advisors first reported a position in Clorox in Q4 2020 and held it in 4 quarters.
San Luis Wealth Advisors's Clorox position peaked at $2.38M in Q1 2023.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.