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 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