Lucia Wealth Services’s Clorox CLX Stock Holding History

Lucia Wealth Services’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	$10.5M	Buy	49,966 +1,157	+2%	+$258K	2.46%	13
2020 Q2	$10.7M	Sell	48,809 -4,451	-8%	-$889K	2.83%	12
2020 Q1	$9.23M	Sell	53,260 -686	-1%	-$113K	3.05%	13
2019 Q4	$8.28M	Buy	53,946 +13,725	+34%	+$2.05M	2.54%	10
2019 Q3	$6.11M	Buy	40,221 +1,022	+3%	+$162K	2.03%	14
2019 Q2	$6M	Sell	39,199 -446	-1%	-$68.1K	2.07%	15
2019 Q1	$6.36M	Sell	39,645 -1,012	-2%	-$157K	2.18%	14
2018 Q4	$6.27M	Sell	40,657 -6,076	-13%	-$947K	2.95%	10
2018 Q3	$7.03M	Buy	46,733 +1,722	+4%	+$245K	2.19%	12
2018 Q2	$6.09M	Buy	45,011 +10,712	+31%	+$1.32M	2.67%	9
2018 Q1	$4.57M	Sell	34,299 -6,902	-17%	-$927K	1.48%	22
2017 Q4	$6.13M	Buy	+41,201	New	+$5.61M	2.71%	11

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's CLX Position: Q3 2020 in Review

Lucia Wealth Services increased its Clorox (CLX) stake by 2.4% in Q3 2020, buying an estimated $258K and bringing the position to 49,966 shares worth $10.5M. The position accounts for 2.46% of the portfolio, ranked #13.

Lucia Wealth Services first reported a position in CLX in Q4 2017 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

Lucia Wealth Services held 49,966 shares of Clorox worth $10.5M as of Q3 2020.
Lucia Wealth Services bought 1,157 Clorox shares in Q3 2020, an estimated $258K.
Clorox made up 2.46% of Lucia Wealth Services's portfolio in Q3 2020, its #13 holding.
Lucia Wealth Services first reported a position in Clorox in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Clorox position peaked at $10.7M in Q2 2020.
1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.