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YorkBridge Wealth Partners’s Clorox CLX Stock Holding History

YorkBridge Wealth 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
2019
Q2 		– Sell
-125
Closed -$20K – 752
2019
Q1 		$20K Hold
125
– – 0.01% 466
2018
Q4 		$19K Hold
125
– – 0.01% 472
2018
Q3 		$19K Hold
125
– – 0.01% 528
2018
Q2 		$17K Hold
125
– – 0.01% 564
2018
Q1 		$16K Hold
125
– – 0.01% 571
2017
Q4 		$16K Buy
125
+3
+2% +$408 0.01% 571
2017
Q3 		$16K Hold
122
– – 0.01% 572
2017
Q2 		$16K Hold
122
– – 0.01% 561
2017
Q1 		$16K Buy
122
+20
+20% +$2.59K 0.01% 553
2016
Q4 		$12K Buy
+102
New +$12K 0.01% 553

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 $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

YorkBridge Wealth Partners's CLX Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of Clorox (CLX) in Q2 2019, closing a stake of 125 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in CLX in Q4 2016 and held it in 10 quarters. The position peaked at $20K in Q1 2019. 966 funds tracked by Wall St. Rank hold CLX as of Q2 2019.

  • YorkBridge Wealth Partners reported no remaining Clorox position as of Q2 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 125 Clorox shares in Q2 2019, an estimated $20K.
  • YorkBridge Wealth Partners first reported a position in Clorox in Q4 2016 and held it in 10 quarters.
  • YorkBridge Wealth Partners's Clorox position peaked at $20K in Q1 2019.
  • 966 funds tracked by Wall St. Rank held Clorox as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.