Traverso Chambers Private Wealth Management’s Clorox CLX Stock Holding History

Traverso Chambers Private 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
2023 Q4	$531K	Hold	3,725	–	–	0.13%	72
2023 Q3	$488K	Hold	3,725	–	–	0.13%	70
2023 Q2	$592K	Hold	3,725	–	–	0.16%	64
2023 Q1	$589K	Hold	3,725	–	–	0.16%	66
2022 Q4	$523K	Sell	3,725 -266	-7%	-$37.8K	0.15%	69
2022 Q3	$512K	Buy	3,991 +199	+5%	+$28.7K	0.16%	70
2022 Q2	$535K	Hold	3,792	–	–	0.18%	67
2022 Q1	$527K	Hold	3,792	–	–	0.16%	70
2021 Q4	$661K	Hold	3,792	–	–	0.2%	62
2021 Q3	$628K	Buy	3,792 +5	+0.1%	+$861	0.2%	60
2021 Q2	$681K	Hold	3,787	–	–	0.21%	58
2021 Q1	$730K	Buy	3,787 +250	+7%	+$48.1K	0.25%	52
2020 Q4	$714K	Hold	3,537	–	–	0.26%	53
2020 Q3	$743K	Sell	3,537 -296	-8%	-$65.9K	0.29%	43
2020 Q2	$841K	Hold	3,833	–	–	0.35%	37
2020 Q1	$664K	Sell	3,833 -9	-0.2%	-$1.49K	0.31%	42
2019 Q4	$590K	Sell	3,842 -10	-0.3%	-$1.5K	0.25%	52
2019 Q3	$585K	Hold	3,852	–	–	0.28%	50
2019 Q2	$594K	Sell	3,852 -350	-8%	-$53.5K	0.29%	49
2019 Q1	$674K	Hold	4,202	–	–	0.33%	42
2018 Q4	$648K	Buy	+4,202	New	+$655K	0.35%	41

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

CIP

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

Traverso Chambers Private Wealth Management's CLX Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Clorox (CLX) position steady in Q4 2023 at 3,725 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #72.

Traverso Chambers Private Wealth Management first reported a position in CLX in Q4 2018 and has held it in 21 quarters since. The position peaked at $841K in Q2 2020. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,725 shares of Clorox worth $531K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Clorox share count unchanged in Q4 2023.
Clorox made up 0.13% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #72 holding.
Traverso Chambers Private Wealth Management first reported a position in Clorox in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Clorox position peaked at $841K in Q2 2020.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.