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

Kingswood 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
2024
Q4 		– Sell
-4,818
Closed -$505K – 808
2024
Q3 		$505K Sell
4,818
-148
-3% -$15.2K 0.04% 447
2024
Q2 		$515K Buy
4,966
+24
+0.5% +$2.54K 0.05% 381
2024
Q1 		$516K Buy
4,942
+117
+2% +$11.7K 0.06% 339
2023
Q4 		$456K Buy
+4,825
New +$442K 0.05% 369

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Kingswood Wealth Advisors's CHD Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Church & Dwight Co (CHD) in Q4 2024, closing a stake of 4,818 shares — an estimated $505K sold.

Kingswood Wealth Advisors first reported a position in CHD in Q4 2023 and held it in 4 quarters. The position peaked at $516K in Q1 2024. 1,052 funds tracked by Wall St. Rank hold CHD as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Church & Dwight Co position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,818 Church & Dwight Co shares in Q4 2024, an estimated $505K.
  • Kingswood Wealth Advisors first reported a position in Church & Dwight Co in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Church & Dwight Co position peaked at $516K in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.