Sutton Wealth Advisors’s City Holding Co CHCO Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-273	Closed	-$25.4K	–	945
2022 Q4	$25.4K	Hold	273	–	–	0.01%	599
2022 Q3	$24.2K	Hold	273	–	–	0.01%	602
2022 Q2	$21.8K	Hold	273	–	–	0.01%	648
2022 Q1	$21.5K	Hold	273	–	–	0.01%	687
2021 Q4	$22.3K	Buy	273 +3	+1%	+$241	0.01%	667
2021 Q3	$21K	Hold	270	–	–	0.01%	675
2021 Q2	$20.3K	Hold	270	–	–	0.01%	694
2021 Q1	$22.1K	Hold	270	–	–	0.01%	648
2020 Q4	$18.8K	Hold	270	–	–	0.01%	634
2020 Q3	$15.6K	Buy	270 +177	+190%	+$11.1K	0.01%	615
2020 Q2	$6.06K	Hold	93	–	–	﹤0.01%	822
2020 Q1	$6.19K	Sell	93 -266	-74%	-$19.6K	﹤0.01%	773
2019 Q4	$29.4K	Hold	359	–	–	0.02%	459
2019 Q3	$27.4K	Hold	359	–	–	0.02%	479
2019 Q2	$27.4K	Hold	359	–	–	0.02%	481
2019 Q1	$27.4K	Hold	359	–	–	0.02%	477
2018 Q4	$24.3K	Hold	359	–	–	0.02%	464
2018 Q3	$27.6K	Hold	359	–	–	0.02%	473
2018 Q2	$27K	Hold	359	–	–	0.02%	476
2018 Q1	$24.6K	Buy	359 +266	+286%	+$18.4K	0.02%	487
2017 Q4	$6.28K	Hold	93	–	–	﹤0.01%	860
2017 Q3	$6.69K	Hold	93	–	–	0.01%	837
2017 Q2	$6.13K	Hold	93	–	–	﹤0.01%	844
2017 Q1	$6K	Hold	93	–	–	0.01%	823
2016 Q4	$6.29K	Hold	93	–	–	0.01%	802
2016 Q3	$4.68K	Hold	93	–	–	﹤0.01%	830
2016 Q2	$4.23K	Buy	93 +11	+13%	+$527	﹤0.01%	816
2016 Q1	$3.92K	Buy	+82	New	+$3.64K	﹤0.01%	805

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

Sutton Wealth Advisors's CHCO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of City Holding Co (CHCO) in Q1 2023, closing a stake of 273 shares — an estimated $25.4K sold.

Sutton Wealth Advisors first reported a position in CHCO in Q1 2016 and held it in 28 quarters. The position peaked at $29.4K in Q4 2019. 172 funds tracked by Wall St. Rank hold CHCO as of Q1 2023.

Sutton Wealth Advisors reported no remaining City Holding Co position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 273 City Holding Co shares in Q1 2023, an estimated $25.4K.
Sutton Wealth Advisors first reported a position in City Holding Co in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's City Holding Co position peaked at $29.4K in Q4 2019.
172 funds tracked by Wall St. Rank held City Holding Co as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.