Atria Wealth Solutions’s Clorox CLX Stock Holding History

Atria Wealth Solutions’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 Q2	$1.18M	Sell	9,822 -23,615	-71%	-$3.15M	0.03%	580
2025 Q1	$4.92M	Sell	33,437 -19	-0.1%	-$2.9K	0.06%	342
2024 Q4	$5.43M	Buy	33,456 +6,604	+25%	+$1.08M	0.06%	335
2024 Q3	$4.37M	Sell	26,852 -1,929	-7%	-$286K	0.05%	380
2024 Q2	$3.93M	Buy	28,781 +2,634	+10%	+$366K	0.04%	401
2024 Q1	$4M	Buy	26,147 +1,994	+8%	+$298K	0.05%	400
2023 Q4	$3.44M	Buy	24,153 +2,076	+9%	+$277K	0.04%	417
2023 Q3	$2.89M	Buy	22,077 +2,663	+14%	+$405K	0.04%	446
2023 Q2	$3.09M	Buy	19,414 +1,535	+9%	+$248K	0.04%	433
2023 Q1	$2.83M	Sell	17,879 -710	-4%	-$106K	0.04%	422
2022 Q4	$2.61M	Buy	18,589 +4,215	+29%	+$598K	0.04%	424
2022 Q3	$1.85M	Buy	14,374 +4,121	+40%	+$595K	0.03%	513
2022 Q2	$1.45M	Buy	10,253 +751	+8%	+$107K	0.03%	554
2022 Q1	$1.32M	Buy	+9,502	New	+$1.46M	0.02%	621

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return