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Wealthspire Advisors (Maryland)’s Church & Dwight Co CHD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$333K Sell
3,549
-737
-17% -$66.9K 0.01% 331
2020
Q2 		$331K Buy
4,286
+197
+5% +$14.3K 0.02% 321
2020
Q1 		$262K Buy
4,089
+131
+3% +$9.3K 0.02% 332
2019
Q4 		$278K Sell
3,958
-120
-3% -$8.53K 0.02% 397
2019
Q3 		$307K Buy
4,078
+30
+0.7% +$2.27K 0.02% 343
2019
Q2 		$296K Sell
4,048
-370
-8% -$27.5K 0.02% 355
2019
Q1 		$315K Sell
4,418
-1,782
-29% -$117K 0.02% 343
2018
Q4 		$408K Buy
6,200
+52
+0.8% +$3.29K 0.04% 255
2018
Q3 		$365K Sell
6,148
-428
-7% -$24.2K 0.03% 311
2018
Q2 		$350K Buy
6,576
+88
+1% +$4.26K 0.03% 317
2018
Q1 		$327K Sell
6,488
-1,637
-20% -$80.6K 0.03% 336
2017
Q4 		$408K Sell
8,125
-413
-5% -$19.4K 0.04% 300
2017
Q3 		$414K Sell
8,538
-226
-3% -$11.5K 0.05% 275
2017
Q2 		$455K Buy
8,764
+219
+3% +$11.2K 0.05% 243
2017
Q1 		$426K Buy
8,545
+4,057
+90% +$194K 0.06% 215
2016
Q4 		$198K Sell
4,488
-132
-3% -$6.01K 0.03% 371
2016
Q3 		$221K Sell
4,620
-18
-0.4% -$888 0.03% 351
2016
Q2 		$239K Sell
4,638
-2,504
-35% -$121K 0.04% 318
2016
Q1 		$329K Buy
7,142
+432
+6% +$18.9K 0.06% 233
2015
Q4 		$285K Buy
+6,710
New +$288K 0.05% 267

Other funds holding CHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Church & Dwight Co (CHD) stake by 17% in Q3 2020, selling an estimated $66.9K and leaving 3,549 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #331.

Wealthspire Advisors (Maryland) first reported a position in CHD in Q4 2015 and has held it in 20 quarters since. The position peaked at $455K in Q2 2017. 876 funds tracked by Wall St. Rank hold CHD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,549 shares of Church & Dwight Co worth $333K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 737 Church & Dwight Co shares in Q3 2020, an estimated $66.9K.
  • Church & Dwight Co made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #331 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Church & Dwight Co in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Church & Dwight Co position peaked at $455K in Q2 2017.
  • 876 funds tracked by Wall St. Rank held Church & Dwight Co as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.