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Baker Tilly Wealth Management’s Church & Dwight Co CHD Stock Holding History

Baker Tilly Wealth Management’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,015
Closed -$416K – 240
2024
Q2 		$416K Sell
4,015
-8,474
-68% -$896K 0.17% 146
2024
Q1 		$1.3M Sell
12,489
-1,198
-9% -$120K 0.24% 97
2023
Q4 		$1.29M Sell
13,687
-260
-2% -$23.8K 0.21% 108
2023
Q3 		$1.28M Sell
13,947
-289
-2% -$27.7K 0.21% 101
2023
Q2 		$1.43M Sell
14,236
-775
-5% -$73K 0.15% 148
2023
Q1 		$1.33M Sell
15,011
-925
-6% -$77.2K 0.15% 149
2022
Q4 		$1.28M Sell
15,936
-736
-4% -$56.5K 0.16% 150
2022
Q3 		$1.19M Sell
16,672
-202
-1% -$17.4K 0.16% 133
2022
Q2 		$1.56M Buy
16,874
+2,167
+15% +$205K 0.21% 103
2022
Q1 		$1.46M Sell
14,707
-868
-6% -$86.5K 0.16% 131
2021
Q4 		$1.6M Buy
15,575
+1,542
+11% +$140K 0.17% 121
2021
Q3 		$1.16M Buy
14,033
+7,406
+112% +$628K 0.15% 135
2021
Q2 		$565K Buy
6,627
+948
+17% +$82K 0.09% 251
2021
Q1 		$496K Buy
5,679
+653
+13% +$54.5K 0.1% 244
2020
Q4 		$438K Buy
+5,026
New +$445K 0.14% 166

Other funds holding CHD

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's CHD Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Church & Dwight Co (CHD) in Q3 2024, closing a stake of 4,015 shares — an estimated $416K sold.

Baker Tilly Wealth Management first reported a position in CHD in Q4 2020 and held it in 15 quarters. The position peaked at $1.6M in Q4 2021. 1,027 funds tracked by Wall St. Rank hold CHD as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Church & Dwight Co position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,015 Church & Dwight Co shares in Q3 2024, an estimated $416K.
  • Baker Tilly Wealth Management first reported a position in Church & Dwight Co in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's Church & Dwight Co position peaked at $1.6M in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.