Oxford Financial Group’s Clorox CLX Stock Holding History

Oxford Financial Group’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	–	Sell	-929	Closed	-$204K	–	186
2020 Q2	$204K	Buy	+929	New	+$186K	0.03%	151

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CRC

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxford Financial Group's CLX Position: Q3 2020 in Review

Oxford Financial Group sold out of Clorox (CLX) in Q3 2020, closing a stake of 929 shares — an estimated $204K sold.

Oxford Financial Group first reported a position in CLX in Q2 2020 and held it in 1 quarter. The position peaked at $204K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

Oxford Financial Group reported no remaining Clorox position as of Q3 2020 after selling out during the quarter.
Oxford Financial Group sold 929 Clorox shares in Q3 2020, an estimated $204K.
Oxford Financial Group first reported a position in Clorox in Q2 2020 and held it in 1 quarter.
Oxford Financial Group's Clorox position peaked at $204K in Q2 2020.
1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.