Willner & Heller’s Clorox CLX Stock Holding History

Willner & Heller’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
2022 Q2	–	Sell	-3,307	Closed	-$577K	–	121
2022 Q1	$577K	Sell	3,307 -398	-11%	-$61K	0.71%	49
2021 Q4	$614K	Buy	+3,705	New	+$618K	0.82%	41

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willner & Heller's CLX Position: Q2 2022 in Review

Willner & Heller sold out of Clorox (CLX) in Q2 2022, closing a stake of 3,307 shares — an estimated $577K sold.

Willner & Heller first reported a position in CLX in Q4 2021 and held it in 2 quarters. The position peaked at $614K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold CLX as of Q2 2022.

Willner & Heller reported no remaining Clorox position as of Q2 2022 after selling out during the quarter.
Willner & Heller sold 3,307 Clorox shares in Q2 2022, an estimated $577K.
Willner & Heller first reported a position in Clorox in Q4 2021 and held it in 2 quarters.
Willner & Heller's Clorox position peaked at $614K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Clorox as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.