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MPS Loria Financial Planners’s Clorox CLX Stock Holding History

MPS Loria Financial Planners’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
-115
Closed -$22K – 190
2021
Q1 		$22K Hold
115
– – 0.01% 230
2020
Q4 		$23K Buy
115
+15
+15% +$3.1K 0.01% 223
2020
Q3 		$21K Hold
100
– – 0.01% 196
2020
Q2 		$22K Buy
+100
New +$20K 0.01% 191
2017
Q3 		– Sell
-100
Closed -$14K – 130
2017
Q2 		$14K Buy
+100
New +$13.5K 0.01% 265

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 $3.37T AUM 44.26% 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

MPS Loria Financial Planners's CLX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Clorox (CLX) in Q2 2021, closing a stake of 115 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in CLX in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 115 Clorox shares in Q2 2021, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in Clorox in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Clorox position peaked at $23K in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.