WR Wealth Planners’s Clorox CLX Stock Holding History

WR Wealth Planners’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	$218K	Buy	1,342 +45	+3%	+$7.36K	0.07%	149
2024 Q3	$211K	Buy	1,297 +308	+31%	+$45.6K	0.06%	173
2024 Q2	$135K	Buy	989 +148	+18%	+$20.6K	0.04%	218
2024 Q1	$129K	Buy	+841	New	+$126K	0.04%	228
2023 Q4	–	Sell	-784	Closed	-$103K	–	299
2023 Q3	$103K	Buy	784 +18	+2%	+$2.73K	0.04%	230
2023 Q2	$122K	Sell	766 -24	-3%	-$3.87K	0.05%	219
2023 Q1	$125K	Buy	+790	New	+$118K	0.05%	216

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

WR Wealth Planners's CLX Position: Q4 2024 in Review

WR Wealth Planners increased its Clorox (CLX) stake by 3.5% in Q4 2024, buying an estimated $7.36K and bringing the position to 1,342 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #149.

WR Wealth Planners first reported a position in CLX in Q1 2023 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

WR Wealth Planners held 1,342 shares of Clorox worth $218K as of Q4 2024.
WR Wealth Planners bought 45 Clorox shares in Q4 2024, an estimated $7.36K.
Clorox made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #149 holding.
WR Wealth Planners first reported a position in Clorox in Q1 2023 and has held it in 7 quarters since.
1,223 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.