EWA
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Exencial Wealth Advisors’s Clorox CLX Stock Holding History

Exencial 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
2020
Q3 		– Sell
-926
Closed -$203K – 356
2020
Q2 		$203K Buy
+926
New +$185K 0.02% 312
2016
Q3 		– Sell
-1,695
Closed -$235K – 168
2016
Q2 		$235K Sell
1,695
-735
-30% -$95.3K 0.11% 139
2016
Q1 		$306K Hold
2,430
– – 0.14% 112
2015
Q4 		$310K Buy
2,430
+1
+0% +$124 0.15% 111
2015
Q3 		$281K Sell
2,429
-75
-3% -$8.42K 0.14% 112
2015
Q2 		$277K Sell
2,504
-375
-13% -$40.5K 0.18% 89
2015
Q1 		$318K Buy
2,879
+1
+0% +$109 0.13% 118
2014
Q4 		$307K Buy
2,878
+1
+0% +$100 0.14% 121
2014
Q3 		$276K Buy
2,877
+2
+0.1% +$181 0.12% 125
2014
Q2 		$267K Buy
2,875
+2
+0.1% +$179 0.11% 125
2014
Q1 		$260K Buy
2,873
+2
+0.1% +$176 0.11% 132
2013
Q4 		$258K Buy
2,871
+2
+0.1% +$180 0.12% 122
2013
Q3 		$259K Hold
2,869
– – 0.12% 122
2013
Q2 		$248K Buy
+2,869
New +$247K 0.12% 121

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return