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	–	385
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Valley Wealth Managers's CLX Position: Q4 2022 in Review

Valley Wealth Managers sold out of Clorox (CLX) in Q4 2022, closing a stake of 225 shares — an estimated $29K sold.

Valley Wealth Managers first reported a position in CLX in Q2 2016 and held it in 8 quarters. The position peaked at $835K in Q3 2019. 1,105 funds tracked by Wall St. Rank hold CLX as of Q4 2022.

Valley Wealth Managers reported no remaining Clorox position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 225 Clorox shares in Q4 2022, an estimated $29K.
Valley Wealth Managers first reported a position in Clorox in Q2 2016 and held it in 8 quarters.
Valley Wealth Managers's Clorox position peaked at $835K in Q3 2019.
1,105 funds tracked by Wall St. Rank held Clorox as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.