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Evolution Wealth Advisors’s Clorox CLX Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-14
Closed -$2K – 247
2021
Q3 		$2K Sell
14
-150
-91% -$25.8K ﹤0.01% 638
2021
Q2 		$30K Hold
164
– – 0.01% 251
2021
Q1 		$32K Hold
164
– – 0.01% 236
2020
Q4 		$33K Hold
164
– – 0.01% 212
2020
Q3 		$34K Hold
164
– – 0.01% 215
2020
Q2 		$36K Buy
164
+14
+9% +$2.8K 0.01% 162
2020
Q1 		$26K Buy
150
+128
+582% +$21.1K 0.01% 137
2019
Q4 		$3K Buy
22
+8
+57% +$1.2K ﹤0.01% 492
2019
Q3 		$2K Hold
14
– – ﹤0.01% 399
2019
Q2 		$2K Buy
+14
New +$2.14K ﹤0.01% 393

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's CLX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Clorox (CLX) in Q4 2021, closing a stake of 14 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in CLX in Q2 2019 and held it in 10 quarters. The position peaked at $36K in Q2 2020. 1,220 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 14 Clorox shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Clorox in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Clorox position peaked at $36K in Q2 2020.
  • 1,220 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.