CreativeOne Wealth’s Clorox CLX Stock Holding History

CreativeOne Wealth’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	-2,332	Closed	-$379K	–	1077
2024 Q4	$379K	Buy	2,332 +1,024	+78%	+$168K	0.01%	791
2024 Q3	$213K	Buy	+1,308	New	+$194K	0.01%	886
2024 Q2	–	Sell	-1,496	Closed	-$229K	–	789
2024 Q1	$229K	Buy	+1,496	New	+$223K	0.01%	803
2023 Q3	–	Sell	-2,685	Closed	-$427K	–	627
2023 Q2	$427K	Buy	2,685 +1,149	+75%	+$185K	0.02%	537
2023 Q1	$243K	Buy	+1,536	New	+$230K	0.01%	696
2022 Q3	–	Sell	-5,135	Closed	-$724K	–	701
2022 Q2	$724K	Buy	5,135 +3,571	+228%	+$510K	0.04%	315
2022 Q1	$217K	Sell	1,564 -679	-30%	-$104K	0.01%	678
2021 Q4	$391K	Sell	2,243 -2,738	-55%	-$456K	0.02%	515
2021 Q3	$825K	Buy	+4,981	New	+$858K	0.05%	293

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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