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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 – 221
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return