WealthShield Partners’s Clorox CLX Stock Holding History

WealthShield 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 Q3	–	Sell	-504	Closed	-$91K	–	319
2021 Q2	$91K	Hold	504	–	–	0.01%	374
2021 Q1	$97K	Buy	+504	New	+$97K	0.02%	346
2020 Q1	–	Sell	-1,998	Closed	-$307K	–	273
2019 Q4	$307K	Sell	1,998 -339	-15%	-$50.7K	0.15%	138
2019 Q3	$355K	Buy	2,337 +49	+2%	+$7.75K	0.19%	120
2019 Q2	$350K	Buy	2,288 +586	+34%	+$89.5K	0.2%	106
2019 Q1	$273K	Buy	1,702 +377	+28%	+$58.5K	0.15%	112
2018 Q4	$204K	Buy	+1,325	New	+$206K	0.14%	124

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

WealthShield Partners's CLX Position: Q3 2021 in Review

WealthShield Partners sold out of Clorox (CLX) in Q3 2021, closing a stake of 504 shares — an estimated $91K sold.

WealthShield Partners first reported a position in CLX in Q4 2018 and held it in 7 quarters. The position peaked at $355K in Q3 2019. 1,134 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

WealthShield Partners reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 504 Clorox shares in Q3 2021, an estimated $91K.
WealthShield Partners first reported a position in Clorox in Q4 2018 and held it in 7 quarters.
WealthShield Partners's Clorox position peaked at $355K in Q3 2019.
1,134 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.