GKWIM
CHCO icon

Gerber Kawasaki Wealth & Investment Management’s City Holding Co CHCO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-364
Closed -$28K – 420
2021
Q3 		$28K Buy
+364
New +$27.6K ﹤0.01% 425

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Gerber Kawasaki Wealth & Investment Management's CHCO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of City Holding Co (CHCO) in Q4 2021, closing a stake of 364 shares — an estimated $28K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CHCO in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 175 funds tracked by Wall St. Rank hold CHCO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining City Holding Co position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 364 City Holding Co shares in Q4 2021, an estimated $28K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in City Holding Co in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's City Holding Co position peaked at $28K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held City Holding Co as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.