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Professional Planning’s Clorox CLX Stock Holding History

Professional Planning’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
Q1 		– Sell
-2,048
Closed -$413K – 125
2020
Q4 		$413K Buy
+2,048
New +$424K 0.17% 83
2020
Q3 		– Sell
-2,490
Closed -$546K – 48
2020
Q2 		$546K Buy
+2,490
New +$497K 0.29% 64

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Professional Planning's CLX Position: Q1 2021 in Review

Professional Planning sold out of Clorox (CLX) in Q1 2021, closing a stake of 2,048 shares — an estimated $413K sold.

Professional Planning first reported a position in CLX in Q2 2020 and held it in 2 quarters. The position peaked at $546K in Q2 2020. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Professional Planning reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 2,048 Clorox shares in Q1 2021, an estimated $413K.
  • Professional Planning first reported a position in Clorox in Q2 2020 and held it in 2 quarters.
  • Professional Planning's Clorox position peaked at $546K in Q2 2020.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.