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Triad Wealth Partners’s Church & Dwight Co CHD Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-601
Closed -$62.3K – 197
2024
Q2 		$62.3K Buy
+601
New +$63.6K 0.03% 196

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Massachusetts Financial Services
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Triad Wealth Partners's CHD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Church & Dwight Co (CHD) in Q3 2024, closing a stake of 601 shares — an estimated $62.3K sold.

Triad Wealth Partners first reported a position in CHD in Q2 2024 and held it in 1 quarter. The position peaked at $62.3K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold CHD as of Q3 2024.

  • Triad Wealth Partners reported no remaining Church & Dwight Co position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 601 Church & Dwight Co shares in Q3 2024, an estimated $62.3K.
  • Triad Wealth Partners first reported a position in Church & Dwight Co in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Church & Dwight Co position peaked at $62.3K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.