CRWM
CLX icon

Castle Rock Wealth Management’s Clorox CLX Stock Holding History

Castle Rock Wealth Management’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
2018
Q4 		– Sell
-1,277
Closed -$202K – 27
2018
Q3 		$202K Sell
1,277
-2,348
-65% -$334K 0.32% 106
2018
Q2 		$490K Buy
3,625
+306
+9% +$37.8K 0.67% 56
2018
Q1 		$442K Buy
3,319
+1,516
+84% +$204K 0.73% 44
2017
Q4 		$268K Buy
+1,803
New +$245K 0.52% 77

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Rock Wealth Management's CLX Position: Q4 2018 in Review

Castle Rock Wealth Management sold out of Clorox (CLX) in Q4 2018, closing a stake of 1,277 shares — an estimated $202K sold.

Castle Rock Wealth Management first reported a position in CLX in Q4 2017 and held it in 4 quarters. The position peaked at $490K in Q2 2018. 989 funds tracked by Wall St. Rank hold CLX as of Q4 2018.

  • Castle Rock Wealth Management reported no remaining Clorox position as of Q4 2018 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,277 Clorox shares in Q4 2018, an estimated $202K.
  • Castle Rock Wealth Management first reported a position in Clorox in Q4 2017 and held it in 4 quarters.
  • Castle Rock Wealth Management's Clorox position peaked at $490K in Q2 2018.
  • 989 funds tracked by Wall St. Rank held Clorox as of Q4 2018.

Based on Castle Rock Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.