Essential Planning’s Clorox CLX Stock Holding History

Essential Planning’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	-3,150	Closed	-$515K	–	112
2024 Q4	$515K	Buy	+3,150	New	+$515K	﹤0.01%	266

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

Essential Planning's CLX Position: Q1 2025 in Review

Essential Planning sold out of Clorox (CLX) in Q1 2025, closing a stake of 3,150 shares — an estimated $515K sold.

Essential Planning first reported a position in CLX in Q4 2024 and held it in 1 quarter. The position peaked at $515K in Q4 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

Essential Planning reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 3,150 Clorox shares in Q1 2025, an estimated $515K.
Essential Planning first reported a position in Clorox in Q4 2024 and held it in 1 quarter.
Essential Planning's Clorox position peaked at $515K in Q4 2024.
1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.