Core Wealth Partners’s Clorox CLX Stock Holding History

Core 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
2025 Q1	–	Sell	-1,530	Closed	-$248K	–	170
2024 Q4	$248K	Hold	1,530	–	–	0.14%	144
2024 Q3	$249K	Hold	1,530	–	–	0.15%	139
2024 Q2	$209K	Hold	1,530	–	–	0.14%	138
2024 Q1	$234K	Hold	1,530	–	–	0.18%	116
2023 Q4	$218K	Hold	1,530	–	–	0.18%	107
2023 Q3	$201K	Hold	1,530	–	–	0.18%	104
2023 Q2	$243K	Buy	1,530 +80	+6%	+$12.9K	0.22%	86
2023 Q1	$229K	Buy	+1,450	New	+$217K	0.23%	80

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Core Wealth Partners's CLX Position: Q1 2025 in Review

Core Wealth Partners sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,530 shares — an estimated $248K sold.

Core Wealth Partners first reported a position in CLX in Q1 2023 and held it in 8 quarters. The position peaked at $249K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

Core Wealth Partners reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
Core Wealth Partners sold 1,530 Clorox shares in Q1 2025, an estimated $248K.
Core Wealth Partners first reported a position in Clorox in Q1 2023 and held it in 8 quarters.
Core Wealth Partners's Clorox position peaked at $249K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Core Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.