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Wintrust Investments’s Clorox CLX Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-128
Closed -$21K – 435
2024
Q3 		$21K Buy
+128
New +$19K 0.02% 470
2018
Q1 		– Sell
-2,368
Closed -$352K – 265
2017
Q4 		$352K Buy
2,368
+7
+0.3% +$952 0.08% 208
2017
Q3 		$311K Hold
2,361
– – 0.08% 220
2017
Q2 		$315K Buy
2,361
+160
+7% +$21.6K 0.08% 226
2017
Q1 		$297K Buy
+2,201
New +$285K 0.08% 232

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wintrust Investments's CLX Position: Q4 2024 in Review

Wintrust Investments sold out of Clorox (CLX) in Q4 2024, closing a stake of 128 shares — an estimated $21K sold.

Wintrust Investments first reported a position in CLX in Q1 2017 and held it in 5 quarters. The position peaked at $352K in Q4 2017. 1,223 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

  • Wintrust Investments reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 128 Clorox shares in Q4 2024, an estimated $21K.
  • Wintrust Investments first reported a position in Clorox in Q1 2017 and held it in 5 quarters.
  • Wintrust Investments's Clorox position peaked at $352K in Q4 2017.
  • 1,223 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.