BFG
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Beacon Financial Group’s Clorox CLX Stock Holding History

Beacon Financial Group’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
-1,400
Closed -$271K – 209
2021
Q1 		$271K Hold
1,400
– – 0.04% 197
2020
Q4 		$271K Buy
+1,400
New +$290K 0.04% 202
2015
Q1 		– Sell
-26,160
Closed -$2.76M – 168
2014
Q4 		$2.76M Sell
26,160
-6,736
-20% -$674K 0.57% 62
2014
Q3 		$3.17M Buy
32,896
+9,330
+40% +$844K 0.69% 49
2014
Q2 		$2.16M Buy
23,566
+1,042
+5% +$93.3K 0.48% 66
2014
Q1 		$1.98M Buy
22,524
+2,681
+14% +$235K 0.41% 67
2013
Q4 		$1.86M Buy
19,843
+1,981
+11% +$178K 0.36% 71
2013
Q3 		$1.47M Buy
+17,862
New +$1.51M 0.32% 71

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CRC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return