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Capital Advisors Inc’s Clorox CLX Stock Holding History

Capital Advisors Inc’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
-2,706
Closed -$569K – 216
2020
Q3 		$569K Buy
2,706
+3
+0.1% +$668 0.02% 123
2020
Q2 		$638K Hold
2,703
– – 0.03% 114
2020
Q1 		$468K Sell
2,703
-6
-0.2% -$991 0.03% 113
2019
Q4 		$416K Buy
2,709
+6
+0.2% +$897 0.02% 139
2019
Q3 		$414K Hold
2,703
– – 0.02% 140
2019
Q2 		$414K Buy
2,703
+542
+25% +$82.8K 0.02% 140
2019
Q1 		$347K Sell
2,161
-1,313
-38% -$204K 0.04% 110
2018
Q4 		$535K Buy
+3,474
New +$541K 0.03% 127
2016
Q3 		– Sell
-1,596
Closed -$221K – 137
2016
Q2 		$221K Hold
1,596
– – 0.03% 115
2016
Q1 		$201K Hold
1,596
– – 0.03% 115
2015
Q4 		$202K Buy
+1,596
New +$198K 0.04% 114

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Advisors Inc's CLX Position: Q4 2020 in Review

Capital Advisors Inc sold out of Clorox (CLX) in Q4 2020, closing a stake of 2,706 shares — an estimated $569K sold.

Capital Advisors Inc first reported a position in CLX in Q4 2015 and held it in 11 quarters. The position peaked at $638K in Q2 2020. 1,264 funds tracked by Wall St. Rank hold CLX as of Q4 2020.

  • Capital Advisors Inc reported no remaining Clorox position as of Q4 2020 after selling out during the quarter.
  • Capital Advisors Inc sold 2,706 Clorox shares in Q4 2020, an estimated $569K.
  • Capital Advisors Inc first reported a position in Clorox in Q4 2015 and held it in 11 quarters.
  • Capital Advisors Inc's Clorox position peaked at $638K in Q2 2020.
  • 1,264 funds tracked by Wall St. Rank held Clorox as of Q4 2020.

Based on Capital Advisors Inc's 13F filing for Q4 2020, filed 8 Feb 2021.