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FormulaFolio Investments’s Clorox CLX Stock Holding History

FormulaFolio Investments’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 		$11K Hold
60
– – ﹤0.01% 244
2021
Q1 		$11K Sell
60
-9,582
-99% -$1.84M ﹤0.01% 244
2020
Q4 		$1.95M Buy
9,642
+3,552
+58% +$735K 0.04% 247
2020
Q3 		$1.28M Buy
6,090
+202
+3% +$45K 0.05% 126
2020
Q2 		$1.29M Buy
5,888
+3,408
+137% +$681K 0.05% 117
2020
Q1 		$430K Buy
2,480
+102
+4% +$16.9K 0.02% 189
2019
Q4 		$365K Buy
2,378
+84
+4% +$12.6K 0.01% 275
2019
Q3 		$348K Sell
2,294
-92
-4% -$14.5K 0.01% 257
2019
Q2 		$365K Buy
2,386
+42
+2% +$6.42K 0.02% 237
2019
Q1 		$376K Sell
2,344
-157
-6% -$24.4K 0.02% 234
2018
Q4 		$376K Hold
2,501
– – 0.02% 235
2018
Q3 		$376K Sell
2,501
-173
-6% -$24.6K 0.02% 235
2018
Q2 		$362K Buy
+2,674
New +$330K 0.02% 232
2017
Q2 		– Sell
-2,339
Closed -$315K – 218
2017
Q1 		$315K Buy
2,339
+18
+0.8% +$2.33K 0.03% 158
2016
Q4 		$279K Buy
+2,321
New +$274K 0.04% 153

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FormulaFolio Investments's CLX Position: Q2 2021 in Review

FormulaFolio Investments held its Clorox (CLX) position steady in Q2 2021 at 60 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

FormulaFolio Investments first reported a position in CLX in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.95M in Q4 2020. 1,168 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • FormulaFolio Investments held 60 shares of Clorox worth $11K as of Q2 2021.
  • FormulaFolio Investments left its Clorox share count unchanged in Q2 2021.
  • Clorox made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #244 holding.
  • FormulaFolio Investments first reported a position in Clorox in Q4 2016 and has held it in 15 quarters since.
  • FormulaFolio Investments's Clorox position peaked at $1.95M in Q4 2020.
  • 1,168 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.