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

BKM 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
Q1 		– Sell
-1,290
Closed -$122K – 252
2023
Q4 		$122K Buy
+1,290
New +$118K 0.05% 187

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKM Wealth Management's CHD Position: Q1 2024 in Review

BKM Wealth Management sold out of Church & Dwight Co (CHD) in Q1 2024, closing a stake of 1,290 shares — an estimated $122K sold.

BKM Wealth Management first reported a position in CHD in Q4 2023 and held it in 1 quarter. The position peaked at $122K in Q4 2023. 1,014 funds tracked by Wall St. Rank hold CHD as of Q1 2024.

  • BKM Wealth Management reported no remaining Church & Dwight Co position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,290 Church & Dwight Co shares in Q1 2024, an estimated $122K.
  • BKM Wealth Management first reported a position in Church & Dwight Co in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Church & Dwight Co position peaked at $122K in Q4 2023.
  • 1,014 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.