WAM
CLX icon

Wealthspire Advisors (Maryland)’s Clorox CLX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$246K Sell
1,172
-1,175
-50% -$262K 0.01% 396
2020
Q2 		$515K Buy
2,347
+343
+17% +$68.5K 0.04% 253
2020
Q1 		$347K Sell
2,004
-119
-6% -$19.7K 0.03% 282
2019
Q4 		$326K Buy
2,123
+205
+11% +$30.6K 0.02% 354
2019
Q3 		$291K Buy
1,918
+6
+0.3% +$949 0.02% 352
2019
Q2 		$293K Sell
1,912
-76
-4% -$11.6K 0.02% 359
2019
Q1 		$319K Sell
1,988
-629
-24% -$97.6K 0.02% 337
2018
Q4 		$403K Hold
2,617
– – 0.04% 258
2018
Q3 		$394K Sell
2,617
-297
-10% -$42.2K 0.03% 288
2018
Q2 		$394K Sell
2,914
-82
-3% -$10.1K 0.04% 289
2018
Q1 		$399K Sell
2,996
-121
-4% -$16.3K 0.04% 294
2017
Q4 		$464K Sell
3,117
-180
-5% -$24.5K 0.05% 268
2017
Q3 		$435K Buy
3,297
+408
+14% +$54.8K 0.05% 264
2017
Q2 		$385K Buy
2,889
+789
+38% +$106K 0.05% 275
2017
Q1 		$283K Buy
2,100
+227
+12% +$29.4K 0.04% 297
2016
Q4 		$225K Sell
1,873
-5
-0.3% -$590 0.03% 338
2016
Q3 		$235K Buy
1,878
+13
+0.7% +$1.7K 0.04% 334
2016
Q2 		$258K Hold
1,865
– – 0.04% 295
2016
Q1 		$235K Buy
1,865
+36
+2% +$4.58K 0.04% 312
2015
Q4 		$232K Buy
+1,829
New +$227K 0.04% 327

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $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

Wealthspire Advisors (Maryland)'s CLX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Clorox (CLX) stake by 50% in Q3 2020, selling an estimated $262K and leaving 1,172 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #396.

Wealthspire Advisors (Maryland) first reported a position in CLX in Q4 2015 and has held it in 20 quarters since. The position peaked at $515K in Q2 2020. 1,202 funds tracked by Wall St. Rank hold CLX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,172 shares of Clorox worth $246K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,175 Clorox shares in Q3 2020, an estimated $262K.
  • Clorox made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #396 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Clorox in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Clorox position peaked at $515K in Q2 2020.
  • 1,202 funds tracked by Wall St. Rank held Clorox as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.