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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Transform Wealth's CLX Position: Q4 2023 in Review

Transform Wealth sold out of Clorox (CLX) in Q4 2023, closing a stake of 9,350 shares — an estimated $1.23M sold.

Transform Wealth first reported a position in CLX in Q2 2016 and held it in 13 quarters. The position peaked at $1.34M in Q2 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

Transform Wealth reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
Transform Wealth sold 9,350 Clorox shares in Q4 2023, an estimated $1.23M.
Transform Wealth first reported a position in Clorox in Q2 2016 and held it in 13 quarters.
Transform Wealth's Clorox position peaked at $1.34M in Q2 2023.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.