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Avantax Advisory Services’s Clorox CLX Stock Holding History

Avantax Advisory Services’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 		$1.69M Sell
14,048
-1,849
-12% -$247K 0.01% 886
2025
Q1 		$2.34M Buy
15,897
+387
+2% +$59.1K 0.01% 675
2024
Q4 		$2.52M Buy
15,510
+920
+6% +$150K 0.02% 613
2024
Q3 		$2.38M Sell
14,590
-589
-4% -$87.3K 0.02% 616
2024
Q2 		$2.07M Buy
15,179
+3,209
+27% +$446K 0.01% 651
2024
Q1 		$1.83M Sell
11,970
-345
-3% -$51.5K 0.02% 556
2023
Q4 		$1.76M Sell
12,315
-1,534
-11% -$205K 0.02% 541
2023
Q3 		$1.82M Sell
13,849
-59
-0.4% -$8.97K 0.02% 486
2023
Q2 		$2.21M Sell
13,908
-104
-0.7% -$16.8K 0.03% 427
2023
Q1 		$2.22M Buy
14,012
+1,589
+13% +$238K 0.03% 412
2022
Q4 		$1.74M Buy
12,423
+664
+6% +$94.2K 0.02% 461
2022
Q3 		$1.51M Buy
11,759
+975
+9% +$141K 0.02% 438
2022
Q2 		$1.52M Buy
10,784
+2,954
+38% +$422K 0.02% 442
2022
Q1 		$1.09M Buy
7,830
+1,118
+17% +$171K 0.02% 515
2021
Q4 		$1.17M Buy
6,712
+113
+2% +$18.8K 0.02% 488
2021
Q3 		$1.09M Buy
6,599
+406
+7% +$69.9K 0.02% 466
2021
Q2 		$1.12M Buy
6,193
+465
+8% +$84.9K 0.02% 451
2021
Q1 		$1.11M Buy
5,728
+957
+20% +$184K 0.02% 403
2020
Q4 		$961K Sell
4,771
-6,839
-59% -$1.42M 0.02% 395
2020
Q3 		$2.44M Buy
11,610
+7,642
+193% +$1.7M 0.04% 327
2020
Q2 		$870K Buy
3,968
+119
+3% +$23.8K 0.03% 372
2020
Q1 		$669K Sell
3,849
-20
-0.5% -$3.3K 0.02% 372
2019
Q4 		$595K Buy
3,869
+1,064
+38% +$159K 0.01% 431
2019
Q3 		$427K Sell
2,805
-34
-1% -$5.38K 0.02% 349
2019
Q2 		$435K Buy
2,839
+560
+25% +$85.5K 0.02% 318
2019
Q1 		$366K Buy
2,279
+54
+2% +$8.38K 0.02% 320
2018
Q4 		$344K Buy
+2,225
New +$347K 0.06% 276

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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 $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's CLX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Clorox (CLX) stake by 12% in Q2 2025, selling an estimated $247K and leaving 14,048 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #886.

Avantax Advisory Services first reported a position in CLX in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.52M in Q4 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Avantax Advisory Services held 14,048 shares of Clorox worth $1.69M as of Q2 2025.
  • Avantax Advisory Services sold 1,849 Clorox shares in Q2 2025, an estimated $247K.
  • Clorox made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #886 holding.
  • Avantax Advisory Services first reported a position in Clorox in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Clorox position peaked at $2.52M in Q4 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.