Smith Salley Wealth Management’s Clorox CLX Stock Holding History

Smith Salley 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 Q1	–	Sell	-12,222	Closed	-$1.88M	–	175
2018 Q4	$1.88M	Sell	12,222 -332	-3%	-$51.7K	0.35%	75
2018 Q3	$1.89M	Sell	12,554 -919	-7%	-$131K	0.3%	79
2018 Q2	$1.82M	Buy	+13,473	New	+$1.66M	0.31%	81
2016 Q1	–	Sell	-17,315	Closed	-$2.2M	–	161
2015 Q4	$2.2M	Sell	17,315 -542	-3%	-$67.3K	0.55%	60
2015 Q3	$2.06M	Buy	17,857 +60	+0.3%	+$6.74K	0.56%	57
2015 Q2	$1.85M	Buy	17,797 +947	+6%	+$102K	0.47%	67
2015 Q1	$1.86M	Buy	16,850 +920	+6%	+$99.9K	0.47%	69
2014 Q4	$1.66M	Buy	15,930 +8,240	+107%	+$824K	0.43%	70
2014 Q3	$738K	Buy	7,690 +3,657	+91%	+$331K	0.2%	113
2014 Q2	$369K	Buy	4,033 +549	+16%	+$49.2K	0.1%	140
2014 Q1	$307K	Buy	3,484 +1,248	+56%	+$110K	0.19%	88
2013 Q4	$207K	Buy	+2,236	New	+$201K	0.14%	101

Other funds holding CLX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return