Regent Peak Wealth Advisors’s Clorox CLX Stock Holding History

Regent Peak Wealth Advisors’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	-340	Closed	-$69K	–	303
2020 Q4	$69K	Buy	+340	New	+$70.4K	0.02%	260

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Regent Peak Wealth Advisors's CLX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Clorox (CLX) in Q1 2021, closing a stake of 340 shares — an estimated $69K sold.

Regent Peak Wealth Advisors first reported a position in CLX in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 1,206 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 340 Clorox shares in Q1 2021, an estimated $69K.
Regent Peak Wealth Advisors first reported a position in Clorox in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Clorox position peaked at $69K in Q4 2020.
1,206 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.