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WealthPlan Investment Management’s Clorox CLX Stock Holding History

WealthPlan Investment Management’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
-405
Closed -$64.1K – 388
2023
Q1 		$64.1K Buy
+405
New +$60.7K 0.01% 231

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's CLX Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Clorox (CLX) in Q2 2023, closing a stake of 405 shares — an estimated $64.1K sold.

WealthPlan Investment Management first reported a position in CLX in Q1 2023 and held it in 1 quarter. The position peaked at $64.1K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 405 Clorox shares in Q2 2023, an estimated $64.1K.
  • WealthPlan Investment Management first reported a position in Clorox in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Clorox position peaked at $64.1K in Q1 2023.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.