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

Provenance 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
2025
Q2 		– Sell
-680
Closed -$74.9K – 444
2025
Q1 		$74.9K Sell
680
-520
-43% -$55.7K 0.01% 200
2024
Q4 		$126K Hold
1,200
– – 0.02% 173
2024
Q3 		$126K Hold
1,200
– – 0.02% 170
2024
Q2 		$124K Hold
1,200
– – 0.02% 164
2024
Q1 		$125K Hold
1,200
– – 0.02% 167
2023
Q4 		$113K Hold
1,200
– – 0.02% 156
2023
Q3 		$110K Buy
+1,200
New +$115K 0.02% 142

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return