WAM
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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

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Invesco
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Geode Capital Management
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Morgan Stanley
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Qube Research & Technologies (QRT)
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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return