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Walled Lake Planning & Wealth Management’s Clorox CLX Stock Holding History

Walled Lake Planning & 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
2021
Q3 		– Sell
-7
Closed -$1K – 327
2021
Q2 		$1K Hold
7
– – ﹤0.01% 302
2021
Q1 		$1K Hold
7
– – ﹤0.01% 297
2020
Q4 		$1K Hold
7
– – ﹤0.01% 295
2020
Q3 		$1K Hold
7
– – ﹤0.01% 309
2020
Q2 		$2K Buy
+7
New +$1.4K ﹤0.01% 282

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Walled Lake Planning & Wealth Management's CLX Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Clorox (CLX) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in CLX in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 1,136 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7 Clorox shares in Q3 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Clorox in Q2 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Clorox position peaked at $2K in Q2 2020.
  • 1,136 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.