VisionPoint Advisory Group’s Clorox CLX Stock Holding History

VisionPoint Advisory Group’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	-25	Closed	-$3.28K	–	770
2023 Q3	$3.28K	Buy	+25	New	+$3.8K	﹤0.01%	549

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

VisionPoint Advisory Group's CLX Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Clorox (CLX) in Q4 2023, closing a stake of 25 shares — an estimated $3.28K sold.

VisionPoint Advisory Group first reported a position in CLX in Q3 2023 and held it in 1 quarter. The position peaked at $3.28K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

VisionPoint Advisory Group reported no remaining Clorox position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 25 Clorox shares in Q4 2023, an estimated $3.28K.
VisionPoint Advisory Group first reported a position in Clorox in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Clorox position peaked at $3.28K in Q3 2023.
1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.