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Genesis Wealth Advisors’s Clorox CLX Stock Holding History

Genesis 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
2015
Q2 		$22.4K Hold
215
– – 0.02% 274
2015
Q1 		$23.7K Hold
215
– – 0.02% 275
2014
Q4 		$23.5K Buy
+215
New +$21.5K 0.02% 302

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return

Genesis Wealth Advisors's CLX Position: Q2 2015 in Review

Genesis Wealth Advisors held its Clorox (CLX) position steady in Q2 2015 at 215 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #274.

Genesis Wealth Advisors first reported a position in CLX in Q4 2014 and has held it in 3 quarters since. The position peaked at $23.7K in Q1 2015. 743 funds tracked by Wall St. Rank hold CLX as of Q2 2015.

  • Genesis Wealth Advisors held 215 shares of Clorox worth $22.4K as of Q2 2015.
  • Genesis Wealth Advisors left its Clorox share count unchanged in Q2 2015.
  • Clorox made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #274 holding.
  • Genesis Wealth Advisors first reported a position in Clorox in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Clorox position peaked at $23.7K in Q1 2015.
  • 743 funds tracked by Wall St. Rank held Clorox as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.