Waldron Private Wealth’s Clorox CLX Stock Holding History

Waldron Private 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	-1,342	Closed	-$218K	–	320
2024 Q4	$218K	Buy	1,342 +11	+0.8%	+$1.8K	0.01%	392
2024 Q3	$217K	Buy	+1,331	New	+$197K	0.01%	387
2023 Q2	–	Sell	-4,021	Closed	-$636K	–	389
2023 Q1	$636K	Sell	4,021 -41	-1%	-$6.15K	0.03%	219
2022 Q4	$521K	Hold	4,062	–	–	0.03%	231
2022 Q3	$521K	Buy	4,062 +56	+1%	+$8.08K	0.03%	231
2022 Q2	$564K	Buy	4,006 +35	+0.9%	+$5K	0.03%	231
2022 Q1	$552K	Buy	3,971 +28	+0.7%	+$4.29K	0.03%	241
2021 Q4	$687K	Sell	3,943 -193	-5%	-$32.2K	0.03%	221
2021 Q3	$684K	Buy	4,136 +208	+5%	+$35.8K	0.04%	192
2021 Q2	$706K	Sell	3,928 -2,999	-43%	-$547K	0.05%	172
2021 Q1	$1.34M	Buy	6,927 +31	+0.4%	+$5.97K	0.09%	108
2020 Q4	$1.39M	Buy	6,896 +4	+0.1%	+$828	0.1%	105
2020 Q3	$1.45M	Buy	6,892 +83	+1%	+$18.5K	0.12%	99
2020 Q2	$1.49M	Buy	6,809 +70	+1%	+$14K	0.13%	89
2020 Q1	$1.17M	Buy	6,739 +3,300	+96%	+$545K	0.12%	95
2019 Q4	$528K	Buy	+3,439	New	+$514K	0.05%	156

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return