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Beacon Harbor Wealth Advisors’s Clorox CLX Stock Holding History

Beacon Harbor 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
2020
Q4 		– Sell
-14,142
Closed -$2.97M – 70
2020
Q3 		$2.97M Buy
+14,142
New +$3.15M 1.45% 32

Other funds holding CLX

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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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Beacon Harbor Wealth Advisors's CLX Position: Q4 2020 in Review

Beacon Harbor Wealth Advisors sold out of Clorox (CLX) in Q4 2020, closing a stake of 14,142 shares — an estimated $2.97M sold.

Beacon Harbor Wealth Advisors first reported a position in CLX in Q3 2020 and held it in 1 quarter. The position peaked at $2.97M in Q3 2020. 1,262 funds tracked by Wall St. Rank hold CLX as of Q4 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Clorox position as of Q4 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 14,142 Clorox shares in Q4 2020, an estimated $2.97M.
  • Beacon Harbor Wealth Advisors first reported a position in Clorox in Q3 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Clorox position peaked at $2.97M in Q3 2020.
  • 1,262 funds tracked by Wall St. Rank held Clorox as of Q4 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.