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Executive Wealth Management’s Clorox CLX Stock Holding History

Executive 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
2019
Q4 		– Sell
-25,733
Closed -$3.91M – 150
2019
Q3 		$3.91M Buy
25,733
+2,719
+12% +$430K 0.59% 43
2019
Q2 		$3.52M Buy
23,014
+2,867
+14% +$438K 0.5% 53
2019
Q1 		$3.23M Buy
20,147
+679
+3% +$105K 0.58% 45
2018
Q4 		$3M Buy
+19,468
New +$3.03M 0.53% 36

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Executive Wealth Management's CLX Position: Q4 2019 in Review

Executive Wealth Management sold out of Clorox (CLX) in Q4 2019, closing a stake of 25,733 shares — an estimated $3.91M sold.

Executive Wealth Management first reported a position in CLX in Q4 2018 and held it in 4 quarters. The position peaked at $3.91M in Q3 2019. 1,030 funds tracked by Wall St. Rank hold CLX as of Q4 2019.

  • Executive Wealth Management reported no remaining Clorox position as of Q4 2019 after selling out during the quarter.
  • Executive Wealth Management sold 25,733 Clorox shares in Q4 2019, an estimated $3.91M.
  • Executive Wealth Management first reported a position in Clorox in Q4 2018 and held it in 4 quarters.
  • Executive Wealth Management's Clorox position peaked at $3.91M in Q3 2019.
  • 1,030 funds tracked by Wall St. Rank held Clorox as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.