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Wakefield Asset Management’s Clorox CLX Stock Holding History

Wakefield Asset 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
Q2 		– Sell
-3,121
Closed -$460K – 210
2025
Q1 		$460K Buy
+3,121
New +$477K 0.14% 155
2020
Q4 		– Sell
-12,355
Closed -$2.6M – 165
2020
Q3 		$2.6M Sell
12,355
-280
-2% -$62.4K 1.22% 16
2020
Q2 		$2.77M Buy
12,635
+1,215
+11% +$243K 1.32% 12
2020
Q1 		$1.98M Buy
+11,420
New +$1.89M 1.06% 28

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wakefield Asset Management's CLX Position: Q2 2025 in Review

Wakefield Asset Management sold out of Clorox (CLX) in Q2 2025, closing a stake of 3,121 shares — an estimated $460K sold.

Wakefield Asset Management first reported a position in CLX in Q1 2020 and held it in 4 quarters. The position peaked at $2.77M in Q2 2020. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Wakefield Asset Management reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 3,121 Clorox shares in Q2 2025, an estimated $460K.
  • Wakefield Asset Management first reported a position in Clorox in Q1 2020 and held it in 4 quarters.
  • Wakefield Asset Management's Clorox position peaked at $2.77M in Q2 2020.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Wakefield Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.