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Bernardo Wealth Planning’s Clorox CLX Stock Holding History

Bernardo Wealth Planning’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
-1,863
Closed -$376K – 91
2020
Q4 		$376K Buy
1,863
+113
+6% +$23.4K 0.15% 117
2020
Q3 		$367K Buy
1,750
+14
+0.8% +$3.12K 0.17% 101
2020
Q2 		$380K Buy
1,736
+83
+5% +$16.6K 0.2% 92
2020
Q1 		$286K Buy
1,653
+44
+3% +$7.27K 0.2% 112
2019
Q4 		$247K Buy
1,609
+12
+0.8% +$1.79K 0.15% 140
2019
Q3 		$242K Buy
1,597
+56
+4% +$8.85K 0.18% 128
2019
Q2 		$236K Buy
1,541
+180
+13% +$27.5K 0.18% 124
2019
Q1 		$218K Buy
+1,361
New +$211K 0.17% 129

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bernardo Wealth Planning's CLX Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Clorox (CLX) in Q1 2021, closing a stake of 1,863 shares — an estimated $376K sold.

Bernardo Wealth Planning first reported a position in CLX in Q1 2019 and held it in 8 quarters. The position peaked at $380K in Q2 2020. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,863 Clorox shares in Q1 2021, an estimated $376K.
  • Bernardo Wealth Planning first reported a position in Clorox in Q1 2019 and held it in 8 quarters.
  • Bernardo Wealth Planning's Clorox position peaked at $380K in Q2 2020.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.