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SVB Wealth’s Clorox CLX Stock Holding History

SVB 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
-1,840
Closed -$299K – 1538
2024
Q4 		$299K Buy
+1,840
New +$301K 0.01% 558
2024
Q2 		– Sell
-3,004
Closed -$460K – 764
2024
Q1 		$460K Buy
3,004
+1,361
+83% +$203K 0.01% 502
2023
Q4 		$234K Sell
1,643
-358
-18% -$47.7K 0.01% 713
2023
Q3 		$262K Sell
2,001
-1,148
-36% -$174K 0.01% 657
2023
Q2 		$501K Buy
3,149
+484
+18% +$78.1K 0.01% 486
2023
Q1 		$422K Buy
2,665
+143
+6% +$21.4K 0.01% 588
2022
Q4 		$354K Sell
2,522
-773
-23% -$110K ﹤0.01% 678
2022
Q3 		$423K Buy
3,295
+823
+33% +$119K 0.01% 566
2022
Q2 		$349K Sell
2,472
-56
-2% -$8K 0.01% 522
2022
Q1 		$352K Buy
+2,528
New +$387K ﹤0.01% 545
2017
Q3 		– Sell
-1,939
Closed -$258K – 470
2017
Q2 		$258K Sell
1,939
-16
-0.8% -$2.16K 0.01% 425
2017
Q1 		$264K Buy
1,955
+1
+0.1% +$130 0.01% 425
2016
Q4 		$235K Sell
1,954
-1,635
-46% -$193K 0.01% 445
2016
Q3 		$449K Sell
3,589
-85
-2% -$11.1K 0.02% 356
2016
Q2 		$508K Sell
3,674
-444
-11% -$57.6K 0.02% 344
2016
Q1 		$519K Buy
+4,118
New +$523K 0.02% 343
2015
Q4 		– Sell
-1,877
Closed -$217K – 548
2015
Q3 		$217K Sell
1,877
-357
-16% -$40.1K 0.01% 508
2015
Q2 		$232K Sell
2,234
-1,023
-31% -$110K 0.01% 514
2015
Q1 		$360K Buy
3,257
+91
+3% +$9.88K 0.01% 457
2014
Q4 		$330K Buy
+3,166
New +$317K 0.01% 457

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's CLX Position: Q1 2025 in Review

SVB Wealth sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,840 shares — an estimated $299K sold.

SVB Wealth first reported a position in CLX in Q4 2014 and held it in 20 quarters. The position peaked at $519K in Q1 2016. 1,190 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • SVB Wealth reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 1,840 Clorox shares in Q1 2025, an estimated $299K.
  • SVB Wealth first reported a position in Clorox in Q4 2014 and held it in 20 quarters.
  • SVB Wealth's Clorox position peaked at $519K in Q1 2016.
  • 1,190 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

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