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Harvest Group Wealth Management’s Clorox CLX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-11
Closed -$2K – 160
2020
Q4 		$2K Buy
+11
New +$2.28K ﹤0.01% 346
2020
Q2 		– Sell
-66
Closed -$11K – 538
2020
Q1 		$11K Sell
66
-23
-26% -$3.8K 0.01% 192
2019
Q4 		$13K Hold
89
– – 0.01% 204
2019
Q3 		$14K Buy
89
+74
+493% +$11.7K 0.02% 203
2019
Q2 		$2K Hold
15
– – ﹤0.01% 517
2019
Q1 		$2K Buy
+15
New +$2.33K ﹤0.01% 594

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Harvest Group Wealth Management's CLX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Clorox (CLX) in Q1 2021, closing a stake of 11 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CLX in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q3 2019. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Clorox shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Clorox in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Clorox position peaked at $14K in Q3 2019.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.