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First Trust Direct Indexing’s City Holding Co CHCO Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-135
Closed -$9K – 495
2020
Q4 		$9K Buy
+135
New +$8.74K ﹤0.01% 932

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Direct Indexing's CHCO Position: Q1 2021 in Review

First Trust Direct Indexing sold out of City Holding Co (CHCO) in Q1 2021, closing a stake of 135 shares — an estimated $9K sold.

First Trust Direct Indexing first reported a position in CHCO in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 149 funds tracked by Wall St. Rank hold CHCO as of Q1 2021.

  • First Trust Direct Indexing reported no remaining City Holding Co position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 135 City Holding Co shares in Q1 2021, an estimated $9K.
  • First Trust Direct Indexing first reported a position in City Holding Co in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's City Holding Co position peaked at $9K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held City Holding Co as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.