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Lighthouse Financial Advisors’s Clorox CLX Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.59M Sell
13,448
-1,173
-8% -$226K 0.79% 41
2020
Q4 		$2.95M Buy
14,621
+143
+1% +$29.6K 1% 25
2020
Q3 		$3.04M Sell
14,478
-188
-1% -$41.9K 1.16% 20
2020
Q2 		$3.19M Buy
14,666
+150
+1% +$30K 1.34% 14
2020
Q1 		$2.5M Buy
14,516
+2,010
+16% +$332K 1.52% 12
2019
Q4 		$1.92M Buy
+12,506
New +$1.87M 0.9% 36

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lighthouse Financial Advisors's CLX Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Clorox (CLX) stake by 8% in Q1 2021, selling an estimated $226K and leaving 13,448 shares worth $2.59M. The position accounts for 0.79% of the portfolio, ranked #41.

Lighthouse Financial Advisors first reported a position in CLX in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.19M in Q2 2020. 1,206 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Lighthouse Financial Advisors held 13,448 shares of Clorox worth $2.59M as of Q1 2021.
  • Lighthouse Financial Advisors sold 1,173 Clorox shares in Q1 2021, an estimated $226K.
  • Clorox made up 0.79% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #41 holding.
  • Lighthouse Financial Advisors first reported a position in Clorox in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Clorox position peaked at $3.19M in Q2 2020.
  • 1,206 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.