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Willingdon Wealth Management’s Clorox CLX Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-11
Closed -$2K – 311
2019
Q4 		$2K Sell
11
-50
-82% -$7.47K ﹤0.01% 322
2019
Q3 		$9K Buy
61
+11
+22% +$1.74K ﹤0.01% 244
2019
Q2 		$8K Hold
50
– – ﹤0.01% 243
2019
Q1 		$8K Hold
50
– – ﹤0.01% 248
2018
Q4 		$8K Hold
50
– – ﹤0.01% 269
2018
Q3 		$8K Hold
50
– – ﹤0.01% 301
2018
Q2 		$7K Hold
50
– – ﹤0.01% 277
2018
Q1 		$7K Sell
50
-20
-29% -$2.69K ﹤0.01% 278
2017
Q4 		$10K Buy
+70
New +$9.52K ﹤0.01% 243

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Willingdon Wealth Management's CLX Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Clorox (CLX) in Q1 2020, closing a stake of 11 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in CLX in Q4 2017 and held it in 9 quarters. The position peaked at $10K in Q4 2017. 1,119 funds tracked by Wall St. Rank hold CLX as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Clorox position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 11 Clorox shares in Q1 2020, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Clorox in Q4 2017 and held it in 9 quarters.
  • Willingdon Wealth Management's Clorox position peaked at $10K in Q4 2017.
  • 1,119 funds tracked by Wall St. Rank held Clorox as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.