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Websterrogers Financial Advisors’s Clorox CLX Stock Holding History

Websterrogers Financial Advisors’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
2024
Q1 		– Sell
-1,522
Closed -$217K – 78
2023
Q4 		$217K Buy
+1,522
New +$203K 0.09% 67
2023
Q3 		– Sell
-1,302
Closed -$207K – 64
2023
Q2 		$207K Hold
1,302
– – 0.09% 60
2023
Q1 		$206K Sell
1,302
-578
-31% -$86.7K 0.09% 60
2022
Q4 		$264K Hold
1,880
– – 0.13% 54
2022
Q3 		$241K Hold
1,880
– – 0.13% 46
2022
Q2 		$265K Sell
1,880
-30
-2% -$4.29K 0.13% 51
2022
Q1 		$273K Buy
1,910
+30
+2% +$4.6K 0.14% 57
2021
Q4 		$328K Buy
+1,880
New +$313K 0.07% 54

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Websterrogers Financial Advisors's CLX Position: Q1 2024 in Review

Websterrogers Financial Advisors sold out of Clorox (CLX) in Q1 2024, closing a stake of 1,522 shares — an estimated $217K sold.

Websterrogers Financial Advisors first reported a position in CLX in Q4 2021 and held it in 8 quarters. The position peaked at $328K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Websterrogers Financial Advisors reported no remaining Clorox position as of Q1 2024 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 1,522 Clorox shares in Q1 2024, an estimated $217K.
  • Websterrogers Financial Advisors first reported a position in Clorox in Q4 2021 and held it in 8 quarters.
  • Websterrogers Financial Advisors's Clorox position peaked at $328K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.