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Walter & Keenan Wealth Management’s Clorox CLX Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-16,559
Closed -$2.89M – 153
2020
Q1 		$2.89M Buy
+16,559
New +$2.74M 1.15% 22

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walter & Keenan Wealth Management's CLX Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Clorox (CLX) in Q2 2020, closing a stake of 16,559 shares — an estimated $2.89M sold.

Walter & Keenan Wealth Management first reported a position in CLX in Q1 2020 and held it in 1 quarter. The position peaked at $2.89M in Q1 2020. 1,198 funds tracked by Wall St. Rank hold CLX as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Clorox position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 16,559 Clorox shares in Q2 2020, an estimated $2.89M.
  • Walter & Keenan Wealth Management first reported a position in Clorox in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Clorox position peaked at $2.89M in Q1 2020.
  • 1,198 funds tracked by Wall St. Rank held Clorox as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.