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Spartan Planning & Wealth Management’s Clorox CLX Stock Holding History

Spartan Planning & 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
-1
Closed – – 168
2022
Q3 		$0 Hold
1
– – ﹤0.01% 82
2022
Q2 		$0 Hold
1
– – ﹤0.01% 102
2022
Q1 		$0 Buy
+1
New +$153 ﹤0.01% 133

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's CLX Position: Q4 2022 in Review

Spartan Planning & Wealth Management sold out of Clorox (CLX) in Q4 2022, closing a stake of 1 share.

Spartan Planning & Wealth Management first reported a position in CLX in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

  • Spartan Planning & Wealth Management reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1 Clorox share in Q4 2022.
  • Spartan Planning & Wealth Management first reported a position in Clorox in Q1 2022 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's Clorox position peaked at $0 in Q3 2022.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.