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OptiFour Integrated Wealth Management’s Clorox CLX Stock Holding History

OptiFour Integrated 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
2019
Q3 		– Sell
-4,305
Closed -$659K – 72
2019
Q2 		$659K Buy
+4,305
New +$658K 0.46% 29

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Parnassus Investments
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OptiFour Integrated Wealth Management's CLX Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of Clorox (CLX) in Q3 2019, closing a stake of 4,305 shares — an estimated $659K sold.

OptiFour Integrated Wealth Management first reported a position in CLX in Q2 2019 and held it in 1 quarter. The position peaked at $659K in Q2 2019. 980 funds tracked by Wall St. Rank hold CLX as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining Clorox position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 4,305 Clorox shares in Q3 2019, an estimated $659K.
  • OptiFour Integrated Wealth Management first reported a position in Clorox in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Clorox position peaked at $659K in Q2 2019.
  • 980 funds tracked by Wall St. Rank held Clorox as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.