Valley Wealth Managers’s Clorox CLX Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-225	Closed	-$29K	–	390
2022 Q3	$29K	Buy	+225	New	+$32.5K	﹤0.01%	269
2020 Q3	–	Sell	-1,775	Closed	-$389K	–	161
2020 Q2	$389K	Sell	1,775 -150	-8%	-$30K	0.04%	132
2020 Q1	$334K	Sell	1,925 -2,000	-51%	-$330K	0.04%	132
2019 Q4	$603K	Sell	3,925 -1,575	-29%	-$235K	0.06%	125
2019 Q3	$835K	Buy	+5,500	New	+$869K	0.09%	105
2017 Q1	–	Sell	-80	Closed	-$10K	–	213
2016 Q4	$10K	Hold	80	–	–	﹤0.01%	173
2016 Q3	$10K	Hold	80	–	–	﹤0.01%	176
2016 Q2	$11K	Buy	+80	New	+$10.4K	﹤0.01%	173

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return