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Mowery & Schoenfeld Wealth Management’s Clorox CLX Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-21
Closed -$3.41K – 480
2024
Q4 		$3.41K Buy
+21
New +$3.44K 0.01% 346

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

Mowery & Schoenfeld Wealth Management's CLX Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Clorox (CLX) in Q1 2025, closing a stake of 21 shares — an estimated $3.41K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CLX in Q4 2024 and held it in 1 quarter. The position peaked at $3.41K in Q4 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 21 Clorox shares in Q1 2025, an estimated $3.41K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Clorox in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Clorox position peaked at $3.41K in Q4 2024.
  • 1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.