Bridgeworth’s Clorox CLX Stock Holding History

Bridgeworth’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	-1,098	Closed	-$222K	–	129
2020 Q4	$222K	Buy	1,098 +4	+0.4%	+$828	0.07%	114
2020 Q3	$230K	Buy	1,094 +3	+0.3%	+$668	0.09%	109
2020 Q2	$239K	Buy	+1,091	New	+$218K	0.09%	106
2019 Q2	–	Sell	-1,274	Closed	-$204K	–	137
2019 Q1	$204K	Sell	1,274 -390	-23%	-$60.5K	0.08%	128
2018 Q4	$256K	Sell	1,664 -215	-11%	-$33.5K	0.15%	98
2018 Q3	$283K	Sell	1,879 -151	-7%	-$21.5K	0.16%	93
2018 Q2	$274K	Buy	2,030 +9	+0.4%	+$1.11K	0.12%	109
2018 Q1	$261K	Buy	+2,021	New	+$271K	0.12%	117
2017 Q3	–	Sell	-1,938	Closed	-$259K	–	74
2017 Q2	$259K	Buy	1,938 +69	+4%	+$9.31K	0.13%	118
2017 Q1	$252K	Buy	1,869 +5	+0.3%	+$648	0.13%	117
2016 Q4	$221K	Buy	+1,864	New	+$220K	0.12%	127

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return