Ritholtz Wealth Management’s Clorox CLX Stock Holding History

Ritholtz 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
2024 Q4	–	Sell	-1,314	Closed	-$214K	–	865
2024 Q3	$214K	Buy	+1,314	New	+$195K	0.01%	798
2024 Q2	–	Sell	-9,116	Closed	-$1.4M	–	828
2024 Q1	$1.4M	Sell	9,116 -623	-6%	-$93K	0.05%	270
2023 Q4	$1.39M	Buy	9,739 +6,808	+232%	+$908K	0.05%	238
2023 Q3	$384K	Sell	2,931 -710	-20%	-$108K	0.02%	500
2023 Q2	$579K	Buy	3,641 +172	+5%	+$27.7K	0.03%	399
2023 Q1	$549K	Buy	+3,469	New	+$520K	0.03%	383
2022 Q4	–	Sell	-2,744	Closed	-$352K	–	602
2022 Q3	$352K	Buy	+2,744	New	+$396K	0.02%	496
2020 Q3	–	Sell	-913	Closed	-$200K	–	333
2020 Q2	$200K	Buy	+913	New	+$182K	0.03%	242

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 $3.38T AUM 44.17% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Ritholtz Wealth Management's CLX Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Clorox (CLX) in Q4 2024, closing a stake of 1,314 shares — an estimated $214K sold.

Ritholtz Wealth Management first reported a position in CLX in Q2 2020 and held it in 8 quarters. The position peaked at $1.4M in Q1 2024. 1,225 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

Ritholtz Wealth Management reported no remaining Clorox position as of Q4 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 1,314 Clorox shares in Q4 2024, an estimated $214K.
Ritholtz Wealth Management first reported a position in Clorox in Q2 2020 and held it in 8 quarters.
Ritholtz Wealth Management's Clorox position peaked at $1.4M in Q1 2024.
1,225 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.