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Transform Wealth’s Clorox CLX Stock Holding History

Transform Wealth’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
Q4 		– Sell
-9,350
Closed -$1.23M – 244
2023
Q3 		$1.23M Buy
9,350
+902
+11% +$137K 0.13% 121
2023
Q2 		$1.34M Buy
+8,448
New +$1.36M 0.12% 122
2019
Q1 		– Sell
-1,665
Closed -$257K – 170
2018
Q4 		$257K Hold
1,665
– – 0.05% 154
2018
Q3 		$250K Hold
1,665
– – 0.04% 172
2018
Q2 		$225K Sell
1,665
-786
-32% -$97K 0.04% 200
2018
Q1 		$326K Sell
2,451
-1,125
-31% -$151K 0.06% 195
2017
Q4 		$532K Hold
3,576
– – 0.1% 183
2017
Q3 		$472K Sell
3,576
-6,213
-63% -$835K 0.16% 151
2017
Q2 		$1.3M Buy
9,789
+1,143
+13% +$154K 1.47% 25
2017
Q1 		$1.17M Buy
8,646
+964
+13% +$125K 0.44% 76
2016
Q4 		$922K Buy
7,682
+1,315
+21% +$155K 0.37% 93
2016
Q3 		$797K Buy
6,367
+39
+0.6% +$5.11K 0.34% 93
2016
Q2 		$876K Buy
+6,328
New +$821K 0.37% 97

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
Morgan Stanley
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return