UBP Investment Advisors’s Clorox CLX Stock Holding History

UBP Investment 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 Q2	–	Sell	-2,397	Closed	-$460K	–	115
2021 Q1	$460K	Buy	+2,397	New	+$461K	0.19%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBP Investment Advisors's CLX Position: Q2 2021 in Review

UBP Investment Advisors sold out of Clorox (CLX) in Q2 2021, closing a stake of 2,397 shares — an estimated $460K sold.

UBP Investment Advisors first reported a position in CLX in Q1 2021 and held it in 1 quarter. The position peaked at $460K in Q1 2021. 1,168 funds tracked by Wall St. Rank hold CLX as of Q2 2021.

UBP Investment Advisors reported no remaining Clorox position as of Q2 2021 after selling out during the quarter.
UBP Investment Advisors sold 2,397 Clorox shares in Q2 2021, an estimated $460K.
UBP Investment Advisors first reported a position in Clorox in Q1 2021 and held it in 1 quarter.
UBP Investment Advisors's Clorox position peaked at $460K in Q1 2021.
1,168 funds tracked by Wall St. Rank held Clorox as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.