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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

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 $3.38T AUM 44.17% 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

Beacon Financial Group's CLX Position: Q2 2021 in Review

Beacon Financial Group sold out of Clorox (CLX) in Q2 2021, closing a stake of 1,400 shares — an estimated $271K sold.

Beacon Financial Group first reported a position in CLX in Q3 2013 and held it in 8 quarters. The position peaked at $3.17M in Q3 2014. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • Beacon Financial Group reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • Beacon Financial Group sold 1,400 Clorox shares in Q2 2021, an estimated $271K.
  • Beacon Financial Group first reported a position in Clorox in Q3 2013 and held it in 8 quarters.
  • Beacon Financial Group's Clorox position peaked at $3.17M in Q3 2014.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Beacon Financial Group's 13F filing for Q2 2021, filed 26 Jul 2021.