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Wealth Alliance’s Clorox CLX Stock Holding History

Wealth Alliance’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
-2,713
Closed -$429K – 515
2023
Q1 		$429K Sell
2,713
-1,765
-39% -$265K 0.07% 269
2022
Q4 		$628K Buy
4,478
+242
+6% +$34.3K 0.11% 198
2022
Q3 		$544K Buy
4,236
+117
+3% +$16.9K 0.11% 201
2022
Q2 		$581K Buy
4,119
+1,878
+84% +$268K 0.11% 192
2022
Q1 		$312K Buy
+2,241
New +$343K 0.06% 318

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 $3.37T AUM 44.26% 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 Alliance's CLX Position: Q2 2023 in Review

Wealth Alliance sold out of Clorox (CLX) in Q2 2023, closing a stake of 2,713 shares — an estimated $429K sold.

Wealth Alliance first reported a position in CLX in Q1 2022 and held it in 5 quarters. The position peaked at $628K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Wealth Alliance reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Wealth Alliance sold 2,713 Clorox shares in Q2 2023, an estimated $429K.
  • Wealth Alliance first reported a position in Clorox in Q1 2022 and held it in 5 quarters.
  • Wealth Alliance's Clorox position peaked at $628K in Q4 2022.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.