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Ironwood Wealth Management (West Virginia)’s City Holding Co CHCO Stock Holding History

Ironwood Wealth Management (West Virginia)’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
Q1 		– Sell
-281
Closed -$23K – 23
2021
Q4 		$23K Buy
+281
New +$22.5K 0.02% 18

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s CHCO Position: Q1 2022 in Review

Ironwood Wealth Management (West Virginia) sold out of City Holding Co (CHCO) in Q1 2022, closing a stake of 281 shares — an estimated $23K sold.

Ironwood Wealth Management (West Virginia) first reported a position in CHCO in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 177 funds tracked by Wall St. Rank hold CHCO as of Q1 2022.

  • Ironwood Wealth Management (West Virginia) reported no remaining City Holding Co position as of Q1 2022 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 281 City Holding Co shares in Q1 2022, an estimated $23K.
  • Ironwood Wealth Management (West Virginia) first reported a position in City Holding Co in Q4 2021 and held it in 1 quarter.
  • Ironwood Wealth Management (West Virginia)'s City Holding Co position peaked at $23K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held City Holding Co as of Q1 2022.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q1 2022, filed 21 Apr 2022.