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

Avior 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
2025
Q1 		– Sell
-60
Closed -$7.11K – 1016
2024
Q4 		$7.11K Hold
60
– – ﹤0.01% 1739
2024
Q3 		$7.04K Hold
60
– – ﹤0.01% 1660
2024
Q2 		$6.38K Sell
60
-2
-3% -$206 ﹤0.01% 1655
2024
Q1 		$6.46K Buy
62
+2
+3% +$206 ﹤0.01% 2004
2023
Q4 		$6.62K Hold
60
– – ﹤0.01% 1077
2023
Q3 		$5.42K Hold
60
– – ﹤0.01% 1162
2023
Q2 		$5.4K Hold
60
– – ﹤0.01% 1147
2023
Q1 		$5.45K Buy
+60
New +$5.67K ﹤0.01% 1174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's CHCO Position: Q1 2025 in Review

Avior Wealth Management sold out of City Holding Co (CHCO) in Q1 2025, closing a stake of 60 shares — an estimated $7.11K sold.

Avior Wealth Management first reported a position in CHCO in Q1 2023 and held it in 8 quarters. The position peaked at $7.11K in Q4 2024. 219 funds tracked by Wall St. Rank hold CHCO as of Q1 2025.

  • Avior Wealth Management reported no remaining City Holding Co position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 60 City Holding Co shares in Q1 2025, an estimated $7.11K.
  • Avior Wealth Management first reported a position in City Holding Co in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's City Holding Co position peaked at $7.11K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held City Holding Co as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.