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Burt Wealth Advisors’s Church & Dwight Co CHD Stock Holding History

Burt Wealth Advisors’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
2020
Q1 		– Sell
-200
Closed -$14K – 408
2019
Q4 		$14K Buy
+200
New +$14.2K 0.01% 259
2016
Q2 		– Sell
-46
Closed -$2K – 439
2016
Q1 		$2K Sell
46
-194
-81% -$8.47K ﹤0.01% 445
2015
Q4 		$10K Hold
240
– – 0.01% 272
2015
Q3 		$10K Buy
+240
New +$10.3K 0.01% 248

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's CHD Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Church & Dwight Co (CHD) in Q1 2020, closing a stake of 200 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in CHD in Q3 2015 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 806 funds tracked by Wall St. Rank hold CHD as of Q1 2020.

  • Burt Wealth Advisors reported no remaining Church & Dwight Co position as of Q1 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 Church & Dwight Co shares in Q1 2020, an estimated $14K.
  • Burt Wealth Advisors first reported a position in Church & Dwight Co in Q3 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's Church & Dwight Co position peaked at $14K in Q4 2019.
  • 806 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.