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Atlas Private Wealth Advisors’s Clorox CLX Stock Holding History

Atlas Private Wealth Advisors’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
2025
Q3 		– Sell
-5,016
Closed -$602K – 146
2025
Q2 		$602K Sell
5,016
-3,376
-40% -$450K 0.08% 111
2025
Q1 		$1.24M Sell
8,392
-7,604
-48% -$1.16M 0.17% 73
2024
Q4 		$2.6M Buy
15,996
+195
+1% +$31.9K 0.37% 42
2024
Q3 		$2.57M Buy
15,801
+419
+3% +$62.1K 0.37% 37
2024
Q2 		$2.1M Buy
15,382
+8,065
+110% +$1.12M 0.34% 39
2024
Q1 		$1.12M Sell
7,317
-6,734
-48% -$1.01M 0.37% 37
2023
Q4 		$2M Sell
14,051
-234
-2% -$31.2K 0.37% 36
2023
Q3 		$1.87M Buy
14,285
+902
+7% +$137K 0.35% 48
2023
Q2 		$2.13M Buy
13,383
+6,514
+95% +$1.05M 0.43% 39
2023
Q1 		$1.09M Sell
6,869
-173
-2% -$25.9K 0.5% 34
2022
Q4 		$988K Sell
7,042
-358
-5% -$50.8K 0.53% 37
2022
Q3 		$950K Sell
7,400
-101
-1% -$14.6K 0.57% 37
2022
Q2 		$1.06M Sell
7,501
-1,620
-18% -$231K 0.63% 36
2022
Q1 		$1.27M Buy
9,121
+2,985
+49% +$457K 0.56% 38
2021
Q4 		$1.07M Sell
6,136
-367
-6% -$61.2K 0.49% 52
2021
Q3 		$1.08M Buy
6,503
+129
+2% +$22.2K 0.56% 37
2021
Q2 		$1.15M Buy
6,374
+219
+4% +$40K 0.62% 29
2021
Q1 		$1.19M Buy
6,155
+711
+13% +$137K 0.66% 33
2020
Q4 		$1.1M Buy
5,444
+437
+9% +$90.4K 0.74% 26
2020
Q3 		$1.05M Buy
5,007
+114
+2% +$25.4K 0.88% 25
2020
Q2 		$1.07M Buy
+4,893
New +$978K 0.95% 23

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Private Wealth Advisors's CLX Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Clorox (CLX) in Q3 2025, closing a stake of 5,016 shares — an estimated $602K sold.

Atlas Private Wealth Advisors first reported a position in CLX in Q2 2020 and held it in 21 quarters. The position peaked at $2.6M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 5,016 Clorox shares in Q3 2025, an estimated $602K.
  • Atlas Private Wealth Advisors first reported a position in Clorox in Q2 2020 and held it in 21 quarters.
  • Atlas Private Wealth Advisors's Clorox position peaked at $2.6M in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.