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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CreativeOne Wealth's CLX Position: Q1 2025 in Review

CreativeOne Wealth sold out of Clorox (CLX) in Q1 2025, closing a stake of 2,332 shares — an estimated $379K sold.

CreativeOne Wealth first reported a position in CLX in Q3 2021 and held it in 9 quarters. The position peaked at $825K in Q3 2021. 1,188 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

CreativeOne Wealth reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 2,332 Clorox shares in Q1 2025, an estimated $379K.
CreativeOne Wealth first reported a position in Clorox in Q3 2021 and held it in 9 quarters.
CreativeOne Wealth's Clorox position peaked at $825K in Q3 2021.
1,188 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.