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Wealth Advisory Solutions’s Clorox CLX Stock Holding History

Wealth Advisory Solutions’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
Q2 		– Sell
-1,533
Closed -$243K – 98
2023
Q1 		$243K Sell
1,533
-110
-7% -$16.5K 0.06% 114
2022
Q4 		$231K Sell
1,643
-580
-26% -$82.3K 0.06% 119
2022
Q3 		$285K Sell
2,223
-117
-5% -$16.9K 0.08% 113
2022
Q2 		$330K Sell
2,340
-55
-2% -$7.86K 0.08% 109
2022
Q1 		$333K Buy
+2,395
New +$367K 0.07% 114
2021
Q3 		$1.16M Buy
6,999
+1,865
+36% +$321K 0.26% 81
2021
Q2 		$924K Buy
+5,134
New +$937K 0.22% 88

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Advisory Solutions's CLX Position: Q2 2023 in Review

Wealth Advisory Solutions sold out of Clorox (CLX) in Q2 2023, closing a stake of 1,533 shares — an estimated $243K sold.

Wealth Advisory Solutions first reported a position in CLX in Q2 2021 and held it in 7 quarters. The position peaked at $1.16M in Q3 2021. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Wealth Advisory Solutions reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,533 Clorox shares in Q2 2023, an estimated $243K.
  • Wealth Advisory Solutions first reported a position in Clorox in Q2 2021 and held it in 7 quarters.
  • Wealth Advisory Solutions's Clorox position peaked at $1.16M in Q3 2021.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Wealth Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.