Pacific Capital Wealth Advisors’s Clorox CLX Stock Holding History

Pacific Capital Wealth Advisors’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	-12	Closed	-$1.95K	–	140
2024 Q4	$1.95K	Hold	12	–	–	﹤0.01%	351
2024 Q3	$1.96K	Hold	12	–	–	﹤0.01%	404
2024 Q2	$1.64K	Hold	12	–	–	﹤0.01%	450
2024 Q1	$1.84K	Hold	12	–	–	﹤0.01%	446
2023 Q4	$1.71K	Buy	+12	New	+$1.6K	﹤0.01%	292

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

Pacific Capital Wealth Advisors's CLX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Clorox (CLX) in Q1 2025, closing a stake of 12 shares — an estimated $1.95K sold.

Pacific Capital Wealth Advisors first reported a position in CLX in Q4 2023 and held it in 5 quarters. The position peaked at $1.96K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 12 Clorox shares in Q1 2025, an estimated $1.95K.
Pacific Capital Wealth Advisors first reported a position in Clorox in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Clorox position peaked at $1.96K in Q3 2024.
1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.