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Certified Advisory Corp’s Clorox CLX Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-25
Closed -$5K – 288
2021
Q1 		$5K Buy
+25
New +$4.81K ﹤0.01% 667
2020
Q2 		$27K Sell
125
-150
-55% -$30K 0.01% 389
2020
Q1 		$48K Buy
275
+150
+120% +$24.8K 0.02% 285
2019
Q4 		$19K Hold
125
– – 0.01% 488
2019
Q3 		$19K Buy
125
+25
+25% +$3.95K 0.01% 495
2019
Q2 		$15K Hold
100
– – 0.01% 525
2019
Q1 		$16K Hold
100
– – 0.01% 481
2018
Q4 		$15K Hold
100
– – 0.01% 476
2018
Q3 		$15K Hold
100
– – 0.01% 501
2018
Q2 		$14K Buy
+100
New +$12.3K 0.01% 486

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Certified Advisory Corp's CLX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Clorox (CLX) in Q2 2021, closing a stake of 25 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in CLX in Q2 2018 and held it in 10 quarters. The position peaked at $48K in Q1 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • Certified Advisory Corp reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 25 Clorox shares in Q2 2021, an estimated $5K.
  • Certified Advisory Corp first reported a position in Clorox in Q2 2018 and held it in 10 quarters.
  • Certified Advisory Corp's Clorox position peaked at $48K in Q1 2020.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.