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Wealthcare Capital Management’s Clorox CLX Stock Holding History

Wealthcare Capital 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
Q1 		– Sell
-8
Closed -$1K – 323
2019
Q4 		$1K Buy
+8
New +$1.2K ﹤0.01% 623
2015
Q3 		– Sell
-38
Closed – – 269
2015
Q2 		$0 Hold
38
– – ﹤0.01% 472
2015
Q1 		$4K Buy
+38
New +$4.13K ﹤0.01% 680

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Capital Management's CLX Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Clorox (CLX) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CLX in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 1,120 funds tracked by Wall St. Rank hold CLX as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Clorox position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 Clorox shares in Q1 2020, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Clorox in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Clorox position peaked at $4K in Q1 2015.
  • 1,120 funds tracked by Wall St. Rank held Clorox as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.