Total Clarity Wealth Management’s Clorox CLX Stock Holding History

Total Clarity 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
2024 Q1	–	Sell	-1,412	Closed	-$201K	–	275
2023 Q4	$201K	Sell	1,412 -214	-13%	-$28.5K	0.08%	225
2023 Q3	$213K	Sell	1,626 -21	-1%	-$3.19K	0.1%	202
2023 Q2	$262K	Buy	1,647 +202	+14%	+$32.6K	0.13%	172
2023 Q1	$229K	Buy	+1,445	New	+$217K	0.12%	158
2022 Q3	–	Sell	-1,225	Closed	-$173K	–	342
2022 Q2	$173K	Buy	+1,225	New	+$175K	0.09%	226
2022 Q1	–	Sell	-1,361	Closed	-$237K	–	331
2021 Q4	$237K	Sell	1,361 -200	-13%	-$33.3K	0.11%	190
2021 Q3	$259K	Hold	1,561	–	–	0.12%	186
2021 Q2	$281K	Sell	1,561 -170	-10%	-$31K	0.16%	168
2021 Q1	$334K	Sell	1,731 -285	-14%	-$54.9K	0.19%	126
2020 Q4	$407K	Buy	2,016 +46	+2%	+$9.52K	0.28%	93
2020 Q3	$414K	Buy	1,970 +219	+13%	+$48.8K	0.36%	81
2020 Q2	$384K	Sell	1,751 -60	-3%	-$12K	0.35%	81
2020 Q1	$314K	Buy	1,811 +14	+0.8%	+$2.31K	0.49%	69
2019 Q4	$276K	Buy	+1,797	New	+$269K	0.21%	100

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return