WP Advisors’s Clorox CLX Stock Holding History

WP 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
2023 Q2	–	Sell	-1,266	Closed	-$200K	–	101
2023 Q1	$200K	Sell	1,266 -304	-19%	-$45.6K	0.08%	99
2022 Q4	$220K	Sell	1,570 -1,634	-51%	-$232K	0.1%	96
2022 Q3	$411K	Sell	3,204 -242	-7%	-$34.9K	0.19%	76
2022 Q2	$486K	Sell	3,446 -89	-3%	-$12.7K	0.21%	69
2022 Q1	$491K	Sell	3,535 -281	-7%	-$43.1K	0.2%	78
2021 Q4	$665K	Sell	3,816 -2,973	-44%	-$496K	0.28%	64
2021 Q3	$1.12M	Sell	6,789 -210	-3%	-$36.2K	0.46%	47
2021 Q2	$1.26M	Buy	6,999 +398	+6%	+$72.6K	0.52%	36
2021 Q1	$1.27M	Sell	6,601 -129	-2%	-$24.8K	0.55%	36
2020 Q4	$1.36M	Buy	+6,730	New	+$1.39M	0.66%	34
2019 Q2	–	Sell	-263	Closed	-$422	–	83
2019 Q1	$422	Buy	+263	New	+$40.8K	0.05%	130
2018 Q4	–	Sell	-260	Closed	-$39K	–	97
2018 Q3	$39K	Sell	260 -98	-27%	-$13.9K	0.04%	143
2018 Q2	$48K	Buy	+358	New	+$44.2K	0.05%	132

Other funds holding CLX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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