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Williams Jones Wealth Management’s Clorox CLX Stock Holding History

Williams Jones 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
-1,263
Closed -$205K – 503
2024
Q4 		$205K Sell
1,263
-179
-12% -$29.3K ﹤0.01% 462
2024
Q3 		$235K Buy
+1,442
New +$214K ﹤0.01% 469
2024
Q2 		– Sell
-1,413
Closed -$216K – 524
2024
Q1 		$216K Hold
1,413
– – ﹤0.01% 486
2023
Q4 		$201K Buy
+1,413
New +$188K ﹤0.01% 495
2023
Q3 		– Sell
-1,413
Closed -$225K – 555
2023
Q2 		$225K Sell
1,413
-300
-18% -$48.4K ﹤0.01% 466
2023
Q1 		$271K Hold
1,713
– – ﹤0.01% 461
2022
Q4 		$240K Hold
1,713
– – ﹤0.01% 476
2022
Q3 		$220K Hold
1,713
– – ﹤0.01% 486
2022
Q2 		$241K Buy
1,713
+22
+1% +$3.14K ﹤0.01% 495
2022
Q1 		$235K Sell
1,691
-170
-9% -$26.1K ﹤0.01% 456
2021
Q4 		$324K Sell
1,861
-18
-1% -$3K ﹤0.01% 387
2021
Q3 		$311K Sell
1,879
-50
-3% -$8.61K ﹤0.01% 393
2021
Q2 		$347K Sell
1,929
-30
-2% -$5.48K ﹤0.01% 382
2021
Q1 		$378K Buy
1,959
+2
+0.1% +$385 0.01% 347
2020
Q4 		$395K Sell
1,957
-59
-3% -$12.2K 0.01% 322
2020
Q3 		$424K Sell
2,016
-7
-0.3% -$1.56K 0.01% 287
2020
Q2 		$444K Buy
2,023
+15
+0.7% +$3K 0.01% 273
2020
Q1 		$348K Buy
2,008
+110
+6% +$18.2K 0.01% 273
2019
Q4 		$291K Sell
1,898
-75
-4% -$11.2K 0.01% 362
2019
Q3 		$300K Buy
+1,973
New +$312K 0.01% 336

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 $3.38T AUM 44.17% 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

Williams Jones Wealth Management's CLX Position: Q1 2025 in Review

Williams Jones Wealth Management sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,263 shares — an estimated $205K sold.

Williams Jones Wealth Management first reported a position in CLX in Q3 2019 and held it in 20 quarters. The position peaked at $444K in Q2 2020. 1,189 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

  • Williams Jones Wealth Management reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,263 Clorox shares in Q1 2025, an estimated $205K.
  • Williams Jones Wealth Management first reported a position in Clorox in Q3 2019 and held it in 20 quarters.
  • Williams Jones Wealth Management's Clorox position peaked at $444K in Q2 2020.
  • 1,189 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.