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Polaris Wealth Advisory Group’s Clorox CLX Stock Holding History

Polaris Wealth Advisory 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
-117,174
Closed -$25.7M – 159
2020
Q2 		$25.7M Sell
117,174
-10,396
-8% -$2.08M 2.03% 11
2020
Q1 		$22.1M Buy
+127,570
New +$21.1M 2.4% 17
2018
Q2 		– Sell
-100
Closed -$13K – 280
2018
Q1 		$13K Buy
+100
New +$13.4K ﹤0.01% 334

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's CLX Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Clorox (CLX) in Q3 2020, closing a stake of 117,174 shares — an estimated $25.7M sold.

Polaris Wealth Advisory Group first reported a position in CLX in Q1 2018 and held it in 3 quarters. The position peaked at $25.7M in Q2 2020. 1,203 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

  • Polaris Wealth Advisory Group reported no remaining Clorox position as of Q3 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 117,174 Clorox shares in Q3 2020, an estimated $25.7M.
  • Polaris Wealth Advisory Group first reported a position in Clorox in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Clorox position peaked at $25.7M in Q2 2020.
  • 1,203 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.