FAG
CHCO icon

Fortitude Advisory Group’s City Holding Co CHCO Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-250
Closed -$20K – 391
2022
Q1 		$20K Hold
250
– – 0.01% 826
2021
Q4 		$20K Buy
+250
New +$20K 0.01% 838

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Advisory Group's CHCO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of City Holding Co (CHCO) in Q2 2022, closing a stake of 250 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in CHCO in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 176 funds tracked by Wall St. Rank hold CHCO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining City Holding Co position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 250 City Holding Co shares in Q2 2022, an estimated $20K.
  • Fortitude Advisory Group first reported a position in City Holding Co in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's City Holding Co position peaked at $20K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held City Holding Co as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.