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Venturi Wealth Management’s Clorox CLX Stock Holding History

Venturi 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
-360
Closed -$58.5K – 808
2024
Q4 		$58.5K Buy
360
+285
+380% +$46.6K ﹤0.01% 971
2024
Q3 		$12.2K Buy
75
+62
+477% +$9.19K ﹤0.01% 1143
2024
Q2 		$1.77K Sell
13
-179
-93% -$24.9K ﹤0.01% 1383
2024
Q1 		$29.4K Buy
192
+145
+309% +$21.6K ﹤0.01% 631
2023
Q4 		$6.7K Sell
47
-5,900
-99% -$787K ﹤0.01% 968
2023
Q3 		$779K Sell
5,947
-153
-3% -$23.3K 0.06% 196
2023
Q2 		$970K Buy
6,100
+166
+3% +$26.8K 0.08% 160
2023
Q1 		$939K Sell
5,934
-150
-2% -$22.5K 0.08% 166
2022
Q4 		$854K Buy
6,084
+285
+5% +$40.5K 0.08% 187
2022
Q3 		$744K Buy
5,799
+131
+2% +$18.9K 0.07% 184
2022
Q2 		$799K Buy
5,668
+75
+1% +$10.7K 0.07% 172
2022
Q1 		$778K Buy
5,593
+1,834
+49% +$281K 0.06% 196
2021
Q4 		$655K Sell
3,759
-1,057
-22% -$176K 0.05% 226
2021
Q3 		$798K Buy
4,816
+1,082
+29% +$186K 0.07% 196
2021
Q2 		$672K Buy
3,734
+438
+13% +$79.9K 0.06% 214
2021
Q1 		$636K Buy
3,296
+67
+2% +$12.9K 0.06% 209
2020
Q4 		$652K Buy
3,229
+444
+16% +$91.9K 0.07% 202
2020
Q3 		$585K Buy
2,785
+274
+11% +$61K 0.07% 194
2020
Q2 		$551K Buy
2,511
+733
+41% +$146K 0.07% 178
2020
Q1 		$308K Sell
1,778
-471
-21% -$77.8K 0.05% 184
2019
Q4 		$345K Sell
2,249
-30
-1% -$4.48K 0.04% 192
2019
Q3 		$346K Sell
2,279
-2
-0.1% -$316 0.04% 181
2019
Q2 		$349K Sell
2,281
-130
-5% -$19.9K 0.05% 183
2019
Q1 		$382K Sell
2,411
-231
-9% -$35.8K 0.05% 177
2018
Q4 		$402K Buy
+2,642
New +$412K 0.06% 155

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

Venturi Wealth Management's CLX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Clorox (CLX) in Q1 2025, closing a stake of 360 shares — an estimated $58.5K sold.

Venturi Wealth Management first reported a position in CLX in Q4 2018 and held it in 25 quarters. The position peaked at $970K in Q2 2023. 1,188 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 360 Clorox shares in Q1 2025, an estimated $58.5K.
  • Venturi Wealth Management first reported a position in Clorox in Q4 2018 and held it in 25 quarters.
  • Venturi Wealth Management's Clorox position peaked at $970K in Q2 2023.
  • 1,188 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.