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Global Wealth Management Investment Advisory’s Clorox CLX Stock Holding History

Global Wealth Management Investment Advisory’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
-50
Closed -$11K – 477
2020
Q2 		$11K Buy
+50
New +$9.99K ﹤0.01% 336
2019
Q3 		– Sell
-100
Closed -$15K – 647
2019
Q2 		$15K Hold
100
– – 0.01% 311
2019
Q1 		$16K Hold
100
– – 0.01% 326
2018
Q4 		$15K Buy
+100
New +$15.6K 0.01% 326

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Wealth Management Investment Advisory's CLX Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Clorox (CLX) in Q3 2020, closing a stake of 50 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in CLX in Q4 2018 and held it in 4 quarters. The position peaked at $16K in Q1 2019. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Clorox position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Clorox shares in Q3 2020, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in Clorox in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Clorox position peaked at $16K in Q1 2019.
  • 1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.