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Insight Wealth Strategies’s Clorox CLX Stock Holding History

Insight Wealth Strategies’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 		– Sell
-2,557
Closed -$493K – 195
2021
Q1 		$493K Buy
2,557
+1,256
+97% +$242K 0.07% 144
2020
Q4 		$263K Sell
1,301
-31
-2% -$6.42K 0.04% 182
2020
Q3 		$280K Buy
1,332
+63
+5% +$14K 0.05% 154
2020
Q2 		$278K Buy
+1,269
New +$254K 0.06% 136

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Insight Wealth Strategies's CLX Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Clorox (CLX) in Q2 2021, closing a stake of 2,557 shares — an estimated $493K sold.

Insight Wealth Strategies first reported a position in CLX in Q2 2020 and held it in 4 quarters. The position peaked at $493K in Q1 2021. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,557 Clorox shares in Q2 2021, an estimated $493K.
  • Insight Wealth Strategies first reported a position in Clorox in Q2 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's Clorox position peaked at $493K in Q1 2021.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.