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WESPAC Advisors SoCal’s Clorox CLX Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-306
Closed -$49K – 123
2019
Q1 		$49K Hold
306
– – 0.03% 118
2018
Q4 		$47K Buy
306
+50
+20% +$7.79K 0.03% 124
2018
Q3 		$38K Buy
+256
New +$36.4K 0.02% 141
2018
Q2 		– Sell
-256
Closed -$34K – 118
2018
Q1 		$34K Hold
256
– – 0.02% 127
2017
Q4 		$38K Hold
256
– – 0.02% 124
2017
Q3 		$33K Hold
256
– – 0.02% 137
2017
Q2 		$34K Hold
256
– – 0.02% 129
2017
Q1 		$34.5K Hold
256
– – 0.02% 127
2016
Q4 		$30.8K Sell
256
-100
-28% -$11.8K 0.02% 133
2016
Q3 		$44.6K Hold
356
– – 0.03% 117
2016
Q2 		$49.3K Buy
356
+100
+39% +$13K 0.03% 119
2016
Q1 		$32.3K Hold
256
– – 0.02% 131
2015
Q4 		$32K Buy
+256
New +$31.8K 0.02% 143

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return