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Wealth Alliance Advisory Group’s Clorox CLX Stock Holding History

Wealth Alliance 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
Q3 		– Sell
-3,734
Closed -$594K – 183
2023
Q2 		$594K Sell
3,734
-540
-13% -$87.1K 0.21% 72
2023
Q1 		$676K Buy
4,274
+1,520
+55% +$228K 0.25% 64
2022
Q4 		$386K Buy
2,754
+700
+34% +$99.4K 0.15% 92
2022
Q3 		$264K Buy
2,054
+373
+22% +$53.8K 0.12% 110
2022
Q2 		$237K Buy
+1,681
New +$240K 0.11% 118

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealth Alliance Advisory Group's CLX Position: Q3 2023 in Review

Wealth Alliance Advisory Group sold out of Clorox (CLX) in Q3 2023, closing a stake of 3,734 shares — an estimated $594K sold.

Wealth Alliance Advisory Group first reported a position in CLX in Q2 2022 and held it in 5 quarters. The position peaked at $676K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Wealth Alliance Advisory Group reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 3,734 Clorox shares in Q3 2023, an estimated $594K.
  • Wealth Alliance Advisory Group first reported a position in Clorox in Q2 2022 and held it in 5 quarters.
  • Wealth Alliance Advisory Group's Clorox position peaked at $676K in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.