Key Financial Inc’s City Holding Co CHCO Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-45	Closed	-$4.05K	–	1354
2023 Q2	$4.05K	Buy	+45	New	+$4.08K	﹤0.01%	1008

Other funds holding CHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Key Financial Inc's CHCO Position: Q3 2023 in Review

Key Financial Inc sold out of City Holding Co (CHCO) in Q3 2023, closing a stake of 45 shares — an estimated $4.05K sold.

Key Financial Inc first reported a position in CHCO in Q2 2023 and held it in 1 quarter. The position peaked at $4.05K in Q2 2023. 184 funds tracked by Wall St. Rank hold CHCO as of Q3 2023.

Key Financial Inc reported no remaining City Holding Co position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 45 City Holding Co shares in Q3 2023, an estimated $4.05K.
Key Financial Inc first reported a position in City Holding Co in Q2 2023 and held it in 1 quarter.
Key Financial Inc's City Holding Co position peaked at $4.05K in Q2 2023.
184 funds tracked by Wall St. Rank held City Holding Co as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.