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Strategic Advisors’s Clorox CLX Stock Holding History

Strategic 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
Q2 		– Sell
-1,461
Closed -$231K – 200
2023
Q1 		$231K Hold
1,461
– – 0.05% 183
2022
Q4 		$205K Buy
+1,461
New +$207K 0.05% 177
2022
Q3 		– Sell
-1,441
Closed -$203K – 197
2022
Q2 		$203K Hold
1,441
– – 0.04% 179
2022
Q1 		$200K Buy
1,441
+62
+4% +$9.5K 0.03% 187
2021
Q4 		$240K Sell
1,379
-125
-8% -$20.8K 0.03% 179
2021
Q3 		$249K Sell
1,504
-63
-4% -$10.8K 0.05% 164
2021
Q2 		$282K Sell
1,567
-269
-15% -$49.1K 0.07% 142
2021
Q1 		$354K Sell
1,836
-248
-12% -$47.7K 0.1% 121
2020
Q4 		$409K Buy
2,084
+42
+2% +$8.69K 0.12% 113
2020
Q3 		$427K Sell
2,042
-113
-5% -$25.2K 0.14% 106
2020
Q2 		$490K Buy
2,155
+88
+4% +$17.6K 0.18% 94
2020
Q1 		$374K Buy
+2,067
New +$342K 0.16% 103

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return