TPWA
CLX icon

TRUE Private Wealth Advisors’s Clorox CLX Stock Holding History

TRUE Private 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
-1,316
Closed -$214K – 234
2024
Q4 		$214K Hold
1,316
– – 0.03% 215
2024
Q3 		$214K Sell
1,316
-3,177
-71% -$471K 0.03% 201
2024
Q2 		$613K Buy
4,493
+276
+7% +$38.3K 0.07% 136
2024
Q1 		$646K Buy
4,217
+96
+2% +$14.3K 0.07% 137
2023
Q4 		$588K Buy
4,121
+458
+13% +$61.1K 0.07% 137
2023
Q3 		$480K Buy
3,663
+350
+11% +$53.2K 0.07% 146
2023
Q2 		$527K Buy
3,313
+146
+5% +$23.5K 0.08% 127
2023
Q1 		$501K Buy
3,167
+14
+0.4% +$2.1K 0.07% 126
2022
Q4 		$442K Buy
3,153
+721
+30% +$102K 0.07% 124
2022
Q3 		$312K Buy
2,432
+209
+9% +$30.2K 0.05% 146
2022
Q2 		$313K Buy
2,223
+100
+5% +$14.3K 0.05% 155
2022
Q1 		$317K Buy
2,123
+4
+0.2% +$613 0.04% 167
2021
Q4 		$369K Sell
2,119
-405
-16% -$67.5K 0.05% 180
2021
Q3 		$418K Sell
2,524
-89
-3% -$15.3K 0.06% 160
2021
Q2 		$470K Sell
2,613
-120
-4% -$21.9K 0.07% 140
2021
Q1 		$527K Buy
2,733
+2,104
+334% +$405K 0.09% 132
2020
Q4 		$127K Buy
629
+62
+11% +$12.8K 0.02% 244
2020
Q3 		$119K Buy
567
+9
+2% +$2K 0.02% 230
2020
Q2 		$122K Buy
558
+17
+3% +$3.4K 0.02% 220
2020
Q1 		$93K Buy
+541
New +$89.4K 0.02% 215
2018
Q4 		– Sell
-123
Closed -$18.5K – 357
2018
Q3 		$18.5K Buy
+123
New +$17.5K ﹤0.01% 623

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 $3.37T AUM 44.26% 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

TRUE Private Wealth Advisors's CLX Position: Q1 2025 in Review

TRUE Private Wealth Advisors sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,316 shares — an estimated $214K sold.

TRUE Private Wealth Advisors first reported a position in CLX in Q3 2018 and held it in 21 quarters. The position peaked at $646K in Q1 2024. 1,188 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • TRUE Private Wealth Advisors reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,316 Clorox shares in Q1 2025, an estimated $214K.
  • TRUE Private Wealth Advisors first reported a position in Clorox in Q3 2018 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's Clorox position peaked at $646K in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.