Selective Wealth Management’s Clorox CLX Stock Holding History

Selective 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
2022 Q4	–	Sell	-300	Closed	-$39K	–	217
2022 Q3	$39K	Hold	300	–	–	0.02%	323
2022 Q2	$42K	Sell	300 -100	-25%	-$14.3K	0.01%	350
2022 Q1	$56K	Hold	400	–	–	0.02%	283
2021 Q4	$70K	Hold	400	–	–	0.03%	232
2021 Q3	$66K	Hold	400	–	–	0.04%	231
2021 Q2	$72K	Sell	400 -100	-20%	-$18.3K	0.06%	147
2021 Q1	$96K	Buy	500 +100	+25%	+$19.3K	0.09%	86
2020 Q4	$81K	Hold	400	–	–	0.05%	85
2020 Q3	$84K	Hold	400	–	–	0.07%	82
2020 Q2	$88K	Buy	+400	New	+$79.9K	0.07%	76

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's CLX Position: Q4 2022 in Review

Selective Wealth Management sold out of Clorox (CLX) in Q4 2022, closing a stake of 300 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in CLX in Q2 2020 and held it in 10 quarters. The position peaked at $96K in Q1 2021. 1,105 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

Selective Wealth Management reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Clorox shares in Q4 2022, an estimated $39K.
Selective Wealth Management first reported a position in Clorox in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Clorox position peaked at $96K in Q1 2021.
1,105 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.