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

TRUE Private 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 Q3	–	Sell	-4,219	Closed	-$437K	–	226
2024 Q2	$437K	Buy	4,219 +240	+6%	+$25.4K	0.05%	177
2024 Q1	$415K	Buy	3,979 +287	+8%	+$28.7K	0.05%	190
2023 Q4	$349K	Buy	3,692 +1,145	+45%	+$105K	0.04%	204
2023 Q3	$233K	Buy	2,547 +551	+28%	+$52.8K	0.03%	232
2023 Q2	$200K	Buy	+1,996	New	+$188K	0.03%	231
2021 Q1	–	Sell	-190	Closed	-$16K	–	305
2020 Q4	$16K	Buy	+190	New	+$16.8K	﹤0.01%	473
2019 Q3	–	Sell	-21	Closed	-$1K	–	300
2019 Q2	$1K	Buy	+21	New	+$1.56K	﹤0.01%	749
2018 Q4	–	Sell	-133	Closed	-$7.9K	–	349
2018 Q3	$7.9K	Buy	+133	New	+$7.53K	﹤0.01%	801

Other funds holding CHD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's CHD Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Church & Dwight Co (CHD) in Q3 2024, closing a stake of 4,219 shares — an estimated $437K sold.

TRUE Private Wealth Advisors first reported a position in CHD in Q3 2018 and held it in 8 quarters. The position peaked at $437K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold CHD as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Church & Dwight Co position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,219 Church & Dwight Co shares in Q3 2024, an estimated $437K.
TRUE Private Wealth Advisors first reported a position in Church & Dwight Co in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Church & Dwight Co position peaked at $437K in Q2 2024.
1,027 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.