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Foundations Investment Advisors’s City Holding Co CHCO Stock Holding History

Foundations Investment 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
2025
Q1 		– Sell
-1,935
Closed -$229K – 872
2024
Q4 		$229K Buy
1,935
+13
+0.7% +$1.61K ﹤0.01% 757
2024
Q3 		$226K Hold
1,922
– – ﹤0.01% 732
2024
Q2 		$204K Hold
1,922
– – 0.01% 719
2024
Q1 		$200K Buy
+1,922
New +$198K 0.01% 679

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's CHCO Position: Q1 2025 in Review

Foundations Investment Advisors sold out of City Holding Co (CHCO) in Q1 2025, closing a stake of 1,935 shares — an estimated $229K sold.

Foundations Investment Advisors first reported a position in CHCO in Q1 2024 and held it in 4 quarters. The position peaked at $229K in Q4 2024. 219 funds tracked by Wall St. Rank hold CHCO as of Q1 2025.

  • Foundations Investment Advisors reported no remaining City Holding Co position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,935 City Holding Co shares in Q1 2025, an estimated $229K.
  • Foundations Investment Advisors first reported a position in City Holding Co in Q1 2024 and held it in 4 quarters.
  • Foundations Investment Advisors's City Holding Co position peaked at $229K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held City Holding Co as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.