WealthPLAN Partners’s Clorox CLX Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-1,521	Closed	-$291K	–	335
2020 Q4	$291K	Sell	1,521 -1	-0.1%	-$207	0.02%	273
2020 Q3	$316K	Sell	1,522 -15	-1%	-$3.34K	0.03%	248
2020 Q2	$345K	Hold	1,537	–	–	0.04%	219
2020 Q1	$317K	Buy	+1,537	New	+$254K	0.04%	193
2019 Q2	–	Sell	-2,026	Closed	-$300K	–	246
2019 Q1	$300K	Hold	2,026	–	–	0.05%	201
2018 Q4	$317K	Buy	+2,026	New	+$316K	0.05%	189
2017 Q2	–	Sell	-39	Closed	-$5.24K	–	220
2017 Q1	$5.24K	Buy	+39	New	+$5.05K	0.02%	345
2016 Q3	$104K	Sell	853 -793	-48%	-$104K	0.03%	230
2016 Q2	$114K	Buy	+1,646	New	+$213K	0.01%	562
2015 Q4	$41.2K	Buy	+972	New	+$121K	0.01%	680
2015 Q2	–	Sell	-1	Closed	–	–	439
2015 Q1	$0	Buy	+1	New	+$109	﹤0.01%	540

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WealthPLAN Partners's CLX Position: Q1 2021 in Review

WealthPLAN Partners sold out of Clorox (CLX) in Q1 2021, closing a stake of 1,521 shares — an estimated $291K sold.

WealthPLAN Partners first reported a position in CLX in Q1 2015 and held it in 11 quarters. The position peaked at $345K in Q2 2020. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

WealthPLAN Partners reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
WealthPLAN Partners sold 1,521 Clorox shares in Q1 2021, an estimated $291K.
WealthPLAN Partners first reported a position in Clorox in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's Clorox position peaked at $345K in Q2 2020.
1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.