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Capital Performance Advisors’s City Holding Co CHCO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-67
Closed -$7.87K – 636
2024
Q3 		$7.87K Buy
+67
New +$7.75K ﹤0.01% 935

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Capital Performance Advisors's CHCO Position: Q4 2024 in Review

Capital Performance Advisors sold out of City Holding Co (CHCO) in Q4 2024, closing a stake of 67 shares — an estimated $7.87K sold.

Capital Performance Advisors first reported a position in CHCO in Q3 2024 and held it in 1 quarter. The position peaked at $7.87K in Q3 2024. 218 funds tracked by Wall St. Rank hold CHCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining City Holding Co position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 67 City Holding Co shares in Q4 2024, an estimated $7.87K.
  • Capital Performance Advisors first reported a position in City Holding Co in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's City Holding Co position peaked at $7.87K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held City Holding Co as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.