Triad Wealth Partners’s Clorox CLX Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-453	Closed	-$61.8K	–	207
2024 Q2	$61.8K	Buy	+453	New	+$62.9K	0.03%	198

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Triad Wealth Partners's CLX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Clorox (CLX) in Q3 2024, closing a stake of 453 shares — an estimated $61.8K sold.

Triad Wealth Partners first reported a position in CLX in Q2 2024 and held it in 1 quarter. The position peaked at $61.8K in Q2 2024. 1,151 funds tracked by Wall St. Rank hold CLX as of Q3 2024.

Triad Wealth Partners reported no remaining Clorox position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 453 Clorox shares in Q3 2024, an estimated $61.8K.
Triad Wealth Partners first reported a position in Clorox in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Clorox position peaked at $61.8K in Q2 2024.
1,151 funds tracked by Wall St. Rank held Clorox as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.