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Accurate Wealth Management’s City Holding Co CHCO Stock Holding History

Accurate Wealth Management’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$1.66K – 441
2022
Q4 		$1.66K Buy
+18
New +$1.73K ﹤0.01% 1246

Other funds holding CHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Accurate Wealth Management's CHCO Position: Q1 2023 in Review

Accurate Wealth Management sold out of City Holding Co (CHCO) in Q1 2023, closing a stake of 18 shares — an estimated $1.66K sold.

Accurate Wealth Management first reported a position in CHCO in Q4 2022 and held it in 1 quarter. The position peaked at $1.66K in Q4 2022. 172 funds tracked by Wall St. Rank hold CHCO as of Q1 2023.

  • Accurate Wealth Management reported no remaining City Holding Co position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 18 City Holding Co shares in Q1 2023, an estimated $1.66K.
  • Accurate Wealth Management first reported a position in City Holding Co in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's City Holding Co position peaked at $1.66K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held City Holding Co as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.