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B. Riley Wealth Advisors’s City Holding Co CHCO Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-5,977
Closed -$538K – 1519
2023
Q2 		$538K Buy
+5,977
New +$542K 0.01% 816

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

B. Riley Wealth Advisors's CHCO Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of City Holding Co (CHCO) in Q3 2023, closing a stake of 5,977 shares — an estimated $538K sold.

B. Riley Wealth Advisors first reported a position in CHCO in Q2 2023 and held it in 1 quarter. The position peaked at $538K in Q2 2023. 184 funds tracked by Wall St. Rank hold CHCO as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining City Holding Co position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,977 City Holding Co shares in Q3 2023, an estimated $538K.
  • B. Riley Wealth Advisors first reported a position in City Holding Co in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's City Holding Co position peaked at $538K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held City Holding Co as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.