AmeriServ Wealth Advisors’s Clorox CLX Stock Holding History

AmeriServ Wealth 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
2021 Q3	–	Sell	-1,149	Closed	-$207K	–	66
2021 Q2	$207K	Sell	1,149 -175	-13%	-$31.9K	0.16%	66
2021 Q1	$255K	Sell	1,324 -110	-8%	-$21.2K	0.22%	56
2020 Q4	$290K	Buy	+1,434	New	+$297K	0.29%	53
2019 Q3	$227K	Hold	1,494	–	–	0.31%	55
2019 Q2	$229K	Sell	1,494 -10	-0.7%	-$1.53K	0.3%	60
2019 Q1	$241K	Sell	1,504 -22	-1%	-$3.41K	0.5%	53
2018 Q4	$235K	Hold	1,526	–	–	0.6%	55
2018 Q3	$230K	Sell	1,526 -60	-4%	-$8.52K	0.29%	63
2018 Q2	$215K	Sell	1,586 -105	-6%	-$13K	0.29%	65
2018 Q1	$225K	Sell	1,691 -50	-3%	-$6.72K	0.25%	66
2017 Q4	$243K	Buy	+1,741	New	+$237K	0.23%	61
2016 Q4	–	Sell	-1,776	Closed	-$222K	–	43
2016 Q3	$222K	Buy	+1,776	New	+$233K	0.28%	58
2015 Q4	–	Sell	-2,226	Closed	-$257K	–	34
2015 Q3	$257K	Sell	2,226 -53	-2%	-$5.95K	0.49%	48
2015 Q2	$237K	Sell	2,279 -2,325	-50%	-$251K	0.28%	75
2015 Q1	$508K	Sell	4,604 -130	-3%	-$14.1K	0.59%	39
2014 Q4	$493K	Buy	4,734 +40	+0.9%	+$4K	0.48%	56
2014 Q3	$451K	Hold	4,694	–	–	0.78%	48
2014 Q2	$429K	Sell	4,694 -25	-0.5%	-$2.24K	0.46%	58
2014 Q1	$415K	Sell	4,719 -2,763	-37%	-$243K	0.42%	69
2013 Q4	$694K	Buy	7,482 +955	+15%	+$86K	0.41%	72
2013 Q3	$533K	Buy	6,527 +834	+15%	+$70.4K	0.34%	90
2013 Q2	$474K	Buy	+5,693	New	+$490K	0.31%	94

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

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

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

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AmeriServ Wealth Advisors's CLX Position: Q3 2021 in Review

AmeriServ Wealth Advisors sold out of Clorox (CLX) in Q3 2021, closing a stake of 1,149 shares — an estimated $207K sold.

AmeriServ Wealth Advisors first reported a position in CLX in Q2 2013 and held it in 22 quarters. The position peaked at $694K in Q4 2013. 1,134 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

AmeriServ Wealth Advisors reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,149 Clorox shares in Q3 2021, an estimated $207K.
AmeriServ Wealth Advisors first reported a position in Clorox in Q2 2013 and held it in 22 quarters.
AmeriServ Wealth Advisors's Clorox position peaked at $694K in Q4 2013.
1,134 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.