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Tradition Wealth Management’s Clorox CLX Stock Holding History

Tradition 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
-476
Closed -$68K – 526
2023
Q4 		$68K Buy
476
+4
+0.8% +$533 0.01% 556
2023
Q3 		$62K Buy
472
+1
+0.2% +$152 0.01% 552
2023
Q2 		$75K Sell
471
-48
-9% -$7.74K 0.01% 522
2023
Q1 		$82K Buy
519
+273
+111% +$40.9K 0.01% 496
2022
Q4 		$35K Buy
246
+2
+0.8% +$284 ﹤0.01% 623
2022
Q3 		$31K Buy
244
+2
+0.8% +$289 ﹤0.01% 639
2022
Q2 		$34K Buy
242
+1
+0.4% +$143 ﹤0.01% 540
2022
Q1 		$33K Buy
241
+2
+0.8% +$306 ﹤0.01% 603
2021
Q4 		$42K Buy
239
+2
+0.8% +$333 0.01% 568
2021
Q3 		$39K Buy
237
+2
+0.9% +$344 0.01% 569
2021
Q2 		$42K Buy
235
+1
+0.4% +$183 0.01% 568
2021
Q1 		$45K Buy
234
+1
+0.4% +$192 0.01% 455
2020
Q4 		$47K Buy
+233
New +$48.2K 0.01% 423

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Tradition Wealth Management's CLX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Clorox (CLX) in Q1 2024, closing a stake of 476 shares — an estimated $68K sold.

Tradition Wealth Management first reported a position in CLX in Q4 2020 and held it in 13 quarters. The position peaked at $82K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Tradition Wealth Management reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 476 Clorox shares in Q1 2024, an estimated $68K.
  • Tradition Wealth Management first reported a position in Clorox in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Clorox position peaked at $82K in Q1 2023.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.