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BDO Wealth Advisors’s City Holding Co CHCO Stock Holding History

BDO 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
2022
Q3 		– Sell
-9
Closed -$1K – 1033
2022
Q2 		$1K Hold
9
– – ﹤0.01% 947
2022
Q1 		$1K Hold
9
– – ﹤0.01% 968
2021
Q4 		$1K Hold
9
– – ﹤0.01% 988
2021
Q3 		$1K Hold
9
– – ﹤0.01% 983
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1032
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1046
2020
Q4 		$1K Hold
9
– – ﹤0.01% 825
2020
Q3 		$1K Buy
+9
New +$563 ﹤0.01% 748

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's CHCO Position: Q3 2022 in Review

BDO Wealth Advisors sold out of City Holding Co (CHCO) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in CHCO in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 168 funds tracked by Wall St. Rank hold CHCO as of Q3 2022.

  • BDO Wealth Advisors reported no remaining City Holding Co position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 9 City Holding Co shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in City Holding Co in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's City Holding Co position peaked at $1K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held City Holding Co as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.