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Polaris Wealth Advisory Group’s Church & Dwight Co CHD Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-240
Closed -$14K – 195
2018
Q3 		$14K Buy
+240
New +$13.6K ﹤0.01% 363
2018
Q2 		– Sell
-240
Closed -$12K – 277
2018
Q1 		$12K Buy
+240
New +$11.8K ﹤0.01% 339

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Polaris Wealth Advisory Group's CHD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Church & Dwight Co (CHD) in Q4 2018, closing a stake of 240 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in CHD in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 809 funds tracked by Wall St. Rank hold CHD as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Church & Dwight Co position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 240 Church & Dwight Co shares in Q4 2018, an estimated $14K.
  • Polaris Wealth Advisory Group first reported a position in Church & Dwight Co in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Church & Dwight Co position peaked at $14K in Q3 2018.
  • 809 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.