WealthPLAN Partners’s Church & Dwight Co CHD Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,315	Closed	-$132K	–	440
2023 Q2	$132K	Hold	1,315	–	–	0.02%	351
2023 Q1	$116K	Buy	+1,315	New	+$110K	0.01%	391
2017 Q2	–	Sell	-10,808	Closed	-$536K	–	217
2017 Q1	$536K	Buy	+10,808	New	+$517K	1.86%	9
2016 Q3	$1.1M	Sell	23,766 -27,006	-53%	-$1.33M	0.36%	49
2016 Q2	$1.26M	Buy	+50,772	New	+$2.45M	0.16%	102
2015 Q4	$1.19M	Buy	+83,972	New	+$3.6M	0.19%	85
2015 Q2	$1.23M	Buy	30,394 +154	+0.5%	+$6.45K	0.54%	28
2015 Q1	$1.29M	Buy	+30,240	New	+$1.26M	0.6%	36

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

WealthPLAN Partners's CHD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Church & Dwight Co (CHD) in Q3 2023, closing a stake of 1,315 shares — an estimated $132K sold.

WealthPLAN Partners first reported a position in CHD in Q1 2015 and held it in 8 quarters. The position peaked at $1.29M in Q1 2015. 948 funds tracked by Wall St. Rank hold CHD as of Q3 2023.

WealthPLAN Partners reported no remaining Church & Dwight Co position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,315 Church & Dwight Co shares in Q3 2023, an estimated $132K.
WealthPLAN Partners first reported a position in Church & Dwight Co in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Church & Dwight Co position peaked at $1.29M in Q1 2015.
948 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.