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Harvest Group Wealth Management’s City Holding Co CHCO Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-7
Closed – – 146
2020
Q4 		$0 Hold
7
– – ﹤0.01% 665
2020
Q3 		$0 Hold
7
– – ﹤0.01% 612
2020
Q2 		$0 Hold
7
– – ﹤0.01% 527
2020
Q1 		$0 Sell
7
-14
-67% -$1.03K ﹤0.01% 565
2019
Q4 		$1K Hold
21
– – ﹤0.01% 737
2019
Q3 		$2K Hold
21
– – ﹤0.01% 658
2019
Q2 		$1K Hold
21
– – ﹤0.01% 679
2019
Q1 		$2K Buy
+21
New +$1.56K ﹤0.01% 591

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

Harvest Group Wealth Management's CHCO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of City Holding Co (CHCO) in Q1 2021, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in CHCO in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 149 funds tracked by Wall St. Rank hold CHCO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining City Holding Co position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 City Holding Co shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in City Holding Co in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's City Holding Co position peaked at $2K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held City Holding Co as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.