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Atlas Private Wealth Management’s Clorox CLX Stock Holding History

Atlas Private Wealth Management’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
Q1 		– Sell
-289
Closed -$58K – 410
2020
Q4 		$58K Buy
289
+1
+0.3% +$207 0.04% 175
2020
Q3 		$61K Sell
288
-55
-16% -$12.2K 0.05% 170
2020
Q2 		$75K Buy
343
+100
+41% +$20K 0.06% 166
2020
Q1 		$42K Sell
243
-1,390
-85% -$230K 0.04% 194
2019
Q4 		$251K Buy
+1,633
New +$244K 0.19% 109

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atlas Private Wealth Management's CLX Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Clorox (CLX) in Q1 2021, closing a stake of 289 shares — an estimated $58K sold.

Atlas Private Wealth Management first reported a position in CLX in Q4 2019 and held it in 5 quarters. The position peaked at $251K in Q4 2019. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 289 Clorox shares in Q1 2021, an estimated $58K.
  • Atlas Private Wealth Management first reported a position in Clorox in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's Clorox position peaked at $251K in Q4 2019.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.