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 $5.7T AUM 30.48% 1-Year Est. Return

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Stifel Financial

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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