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Confluence Wealth Services’s Clorox CLX Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-1,298
Closed -$209K – 340
2024
Q4 		$209K Sell
1,298
-523
-29% -$85.6K 0.01% 322
2024
Q3 		$297K Sell
1,821
-1,342
-42% -$199K 0.02% 283
2024
Q2 		$432K Buy
+3,163
New +$439K 0.03% 242
2022
Q2 		– Sell
-1,759
Closed -$244K – 270
2022
Q1 		$244K Sell
1,759
-319
-15% -$48.9K 0.09% 214
2021
Q4 		$362K Buy
+2,078
New +$346K 0.12% 169

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Services's CLX Position: Q1 2025 in Review

Confluence Wealth Services sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,298 shares — an estimated $209K sold.

Confluence Wealth Services first reported a position in CLX in Q4 2021 and held it in 5 quarters. The position peaked at $432K in Q2 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • Confluence Wealth Services reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 1,298 Clorox shares in Q1 2025, an estimated $209K.
  • Confluence Wealth Services first reported a position in Clorox in Q4 2021 and held it in 5 quarters.
  • Confluence Wealth Services's Clorox position peaked at $432K in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Confluence Wealth Services's 13F filing for Q1 2025, filed 24 Apr 2025.