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BDO Wealth Advisors’s Clorox CLX Stock Holding History

BDO 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
Q2 		– Sell
-35
Closed -$7K – 1119
2021
Q1 		$7K Buy
+35
New +$6.74K ﹤0.01% 792
2020
Q3 		– Sell
-100
Closed -$22K – 878
2020
Q2 		$22K Hold
100
– – ﹤0.01% 413
2020
Q1 		$17K Buy
+100
New +$16.5K ﹤0.01% 471
2018
Q1 		– Sell
-60
Closed -$9K – 577
2017
Q4 		$9K Buy
+60
New +$8.16K ﹤0.01% 341

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's CLX Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Clorox (CLX) in Q2 2021, closing a stake of 35 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in CLX in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q2 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 35 Clorox shares in Q2 2021, an estimated $7K.
  • BDO Wealth Advisors first reported a position in Clorox in Q4 2017 and held it in 4 quarters.
  • BDO Wealth Advisors's Clorox position peaked at $22K in Q2 2020.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.