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Wilbanks Smith & Thomas Asset Management’s Clorox CLX Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$1.13M Sell
7,370
-65
-0.9% -$9.7K 0.03% 216
2023
Q4 		$1.06M Sell
7,435
-11,140
-60% -$1.49M 0.03% 216
2023
Q3 		$2.43M Sell
18,575
-1,220
-6% -$185K 0.08% 140
2023
Q2 		$3.15M Sell
19,795
-100
-0.5% -$16.1K 0.1% 128
2023
Q1 		$3.15M Buy
19,895
+1,056
+6% +$158K 0.11% 126
2022
Q4 		$2.64M Buy
18,839
+1,050
+6% +$149K 0.1% 135
2022
Q3 		$2.28M Buy
17,789
+923
+5% +$133K 0.1% 135
2022
Q2 		$2.38M Buy
16,866
+943
+6% +$135K 0.1% 138
2022
Q1 		$2.35M Buy
15,923
+3,117
+24% +$478K 0.09% 144
2021
Q4 		$2.23M Buy
12,806
+6,432
+101% +$1.07M 0.08% 156
2021
Q3 		$1.06M Buy
6,374
+1
+0% +$172 0.04% 219
2021
Q2 		$1.15M Buy
6,373
+158
+3% +$28.8K 0.05% 211
2021
Q1 		$1.2M Sell
6,215
-2,370
-28% -$456K 0.05% 195
2020
Q4 		$1.73M Buy
8,585
+312
+4% +$64.6K 0.08% 150
2020
Q3 		$1.74M Buy
8,273
+2,574
+45% +$573K 0.09% 145
2020
Q2 		$1.25M Buy
5,699
+39
+0.7% +$7.79K 0.08% 150
2020
Q1 		$981K Buy
5,660
+195
+4% +$32.2K 0.07% 164
2019
Q4 		$839K Hold
5,465
– – 0.05% 187
2019
Q3 		$830K Sell
5,465
-100
-2% -$15.8K 0.05% 181
2019
Q2 		$852K Hold
5,565
– – 0.05% 181
2019
Q1 		$893K Hold
5,565
– – 0.06% 176
2018
Q4 		$858K Sell
5,565
-645
-10% -$100K 0.06% 157
2018
Q3 		$934K Buy
6,210
+271
+5% +$38.5K 0.06% 174
2018
Q2 		$803K Sell
5,939
-126
-2% -$15.6K 0.06% 153
2018
Q1 		$807K Sell
6,065
-4
-0.1% -$537 0.06% 151
2017
Q4 		$903K Buy
6,069
+379
+7% +$51.6K 0.07% 147
2017
Q3 		$751K Buy
5,690
+32
+0.6% +$4.3K 0.06% 157
2017
Q2 		$754K Sell
5,658
-15
-0.3% -$2.02K 0.07% 154
2017
Q1 		$765K Sell
5,673
-428
-7% -$55.4K 0.07% 150
2016
Q4 		$732K Buy
6,101
+1,141
+23% +$135K 0.07% 147
2016
Q3 		$621K Sell
4,960
-1,600
-24% -$210K 0.06% 154
2016
Q2 		$908K Hold
6,560
– – 0.09% 132
2016
Q1 		$827K Sell
6,560
-460
-7% -$58.5K 0.1% 133
2015
Q4 		$890K Buy
7,020
+1,495
+27% +$186K 0.09% 127
2015
Q3 		$638K Sell
5,525
-1,600
-22% -$180K 0.09% 127
2015
Q2 		$741K Hold
7,125
– – 0.07% 145
2015
Q1 		$787K Hold
7,125
– – 0.08% 135
2014
Q4 		$742K Hold
7,125
– – 0.08% 144
2014
Q3 		$684K Buy
7,125
+94
+1% +$8.5K 0.07% 135
2014
Q2 		$643K Hold
7,031
– – 0.07% 149
2014
Q1 		$619K Buy
7,031
+1,366
+24% +$120K 0.07% 149
2013
Q4 		$525K Sell
5,665
-1,258
-18% -$113K 0.06% 168
2013
Q3 		$566K Buy
6,923
+1,694
+32% +$143K 0.08% 149
2013
Q2 		$435K Buy
+5,229
New +$450K 0.07% 163

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CLX Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Clorox (CLX) stake by 0.87% in Q1 2024, selling an estimated $9.7K and leaving 7,370 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #216.

Wilbanks Smith & Thomas Asset Management first reported a position in CLX in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.15M in Q2 2023. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 7,370 shares of Clorox worth $1.13M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 65 Clorox shares in Q1 2024, an estimated $9.7K.
  • Clorox made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #216 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Clorox in Q2 2013 and has held it in 44 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Clorox position peaked at $3.15M in Q2 2023.
  • 1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.