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

Wingate 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
2025
Q1 		– Sell
-859
Closed -$89.9K – 154
2024
Q4 		$89.9K Buy
+859
New +$90.6K 0.09% 145

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wingate Wealth Advisors's CHD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Church & Dwight Co (CHD) in Q1 2025, closing a stake of 859 shares — an estimated $89.9K sold.

Wingate Wealth Advisors first reported a position in CHD in Q4 2024 and held it in 1 quarter. The position peaked at $89.9K in Q4 2024. 1,092 funds tracked by Wall St. Rank hold CHD as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Church & Dwight Co position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 859 Church & Dwight Co shares in Q1 2025, an estimated $89.9K.
  • Wingate Wealth Advisors first reported a position in Church & Dwight Co in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Church & Dwight Co position peaked at $89.9K in Q4 2024.
  • 1,092 funds tracked by Wall St. Rank held Church & Dwight Co as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.