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LGT Financial Advisors’s City Holding Co CHCO Stock Holding History

LGT Financial 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
-27
Closed -$3.2K – 374
2024
Q4 		$3.2K Hold
27
– – 0.01% 622
2024
Q3 		$3.17K Hold
27
– – 0.01% 615
2024
Q2 		$2.87K Hold
27
– – 0.01% 687
2024
Q1 		$2.81K Hold
27
– – ﹤0.01% 716
2023
Q4 		$2.98K Hold
27
– – ﹤0.01% 732
2023
Q3 		$2.44K Buy
+27
New +$2.51K ﹤0.01% 786

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

LGT Financial Advisors's CHCO Position: Q1 2025 in Review

LGT Financial Advisors sold out of City Holding Co (CHCO) in Q1 2025, closing a stake of 27 shares — an estimated $3.2K sold.

LGT Financial Advisors first reported a position in CHCO in Q3 2023 and held it in 6 quarters. The position peaked at $3.2K in Q4 2024. 219 funds tracked by Wall St. Rank hold CHCO as of Q1 2025.

  • LGT Financial Advisors reported no remaining City Holding Co position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 27 City Holding Co shares in Q1 2025, an estimated $3.2K.
  • LGT Financial Advisors first reported a position in City Holding Co in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's City Holding Co position peaked at $3.2K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held City Holding Co as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.