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Money Concepts Capital’s City Holding Co CHCO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,259
Closed -$117K – 871
2022
Q4 		$117K Buy
+1,259
New +$121K 0.01% 904

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Money Concepts Capital's CHCO Position: Q1 2023 in Review

Money Concepts Capital sold out of City Holding Co (CHCO) in Q1 2023, closing a stake of 1,259 shares — an estimated $117K sold.

Money Concepts Capital first reported a position in CHCO in Q4 2022 and held it in 1 quarter. The position peaked at $117K in Q4 2022. 172 funds tracked by Wall St. Rank hold CHCO as of Q1 2023.

  • Money Concepts Capital reported no remaining City Holding Co position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,259 City Holding Co shares in Q1 2023, an estimated $117K.
  • Money Concepts Capital first reported a position in City Holding Co in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's City Holding Co position peaked at $117K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held City Holding Co as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.