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Valeo Financial Advisors’s Church & Dwight Co CHD Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-95
Closed -$8K – 737
2021
Q1 		$8K Buy
95
+53
+126% +$4.42K ﹤0.01% 1409
2020
Q4 		$4K Sell
42
-65
-61% -$5.76K ﹤0.01% 1398
2020
Q3 		$10K Sell
107
-402
-79% -$36.5K ﹤0.01% 1076
2020
Q2 		$39K Buy
509
+39
+8% +$2.84K ﹤0.01% 813
2020
Q1 		$32K Buy
470
+428
+1,019% +$30.4K ﹤0.01% 743
2019
Q4 		$3K Hold
42
– – ﹤0.01% 1382
2019
Q3 		$3K Sell
42
-76
-64% -$5.76K ﹤0.01% 1310
2019
Q2 		$9K Hold
118
– – ﹤0.01% 1044
2019
Q1 		$8K Buy
118
+42
+55% +$2.76K ﹤0.01% 1018
2018
Q4 		$5K Hold
76
– – ﹤0.01% 1062
2018
Q3 		$5K Buy
+76
New +$4.3K ﹤0.01% 1182

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's CHD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Church & Dwight Co (CHD) in Q2 2021, closing a stake of 95 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in CHD in Q3 2018 and held it in 11 quarters. The position peaked at $39K in Q2 2020. 909 funds tracked by Wall St. Rank hold CHD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Church & Dwight Co position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 95 Church & Dwight Co shares in Q2 2021, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Church & Dwight Co in Q3 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's Church & Dwight Co position peaked at $39K in Q2 2020.
  • 909 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.