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WR Wealth Planners’s Church & Dwight Co CHD Stock Holding History

WR Wealth Planners’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
Q4 		$20.9K Hold
200
– – 0.01% 452
2024
Q3 		$20.9K Sell
200
-30
-13% -$3.08K 0.01% 473
2024
Q2 		$23.8K Buy
230
+6
+3% +$635 0.01% 420
2024
Q1 		$23.4K Buy
+224
New +$22.4K 0.01% 424
2023
Q4 		– Sell
-200
Closed -$18.3K – 291
2023
Q3 		$18.3K Hold
200
– – 0.01% 445
2023
Q2 		$20K Hold
200
– – 0.01% 435
2023
Q1 		$17.7K Buy
+200
New +$16.7K 0.01% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WR Wealth Planners's CHD Position: Q4 2024 in Review

WR Wealth Planners held its Church & Dwight Co (CHD) position steady in Q4 2024 at 200 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #452.

WR Wealth Planners first reported a position in CHD in Q1 2023 and has held it in 7 quarters since. The position peaked at $23.8K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold CHD as of Q4 2024.

  • WR Wealth Planners held 200 shares of Church & Dwight Co worth $20.9K as of Q4 2024.
  • WR Wealth Planners left its Church & Dwight Co share count unchanged in Q4 2024.
  • Church & Dwight Co made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #452 holding.
  • WR Wealth Planners first reported a position in Church & Dwight Co in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Church & Dwight Co position peaked at $23.8K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.