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

TCI 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 Q2	–	Sell	-14	Closed	-$1.27K	–	568
2023 Q1	$1.27K	Buy	14 +4	+40%	+$378	﹤0.01%	2069
2022 Q4	$931	Hold	10	–	–	﹤0.01%	2124
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	2055
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	2104
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	2076
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2167
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	2237
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2183
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	2037
2020 Q4	$1K	Sell	10 -48	-83%	-$3.11K	﹤0.01%	1348
2020 Q3	$3K	Buy	58 +43	+287%	+$2.69K	﹤0.01%	924
2020 Q2	$1K	Sell	15 -14	-48%	-$887	﹤0.01%	1218
2020 Q1	$2K	Buy	29 +14	+93%	+$1.03K	﹤0.01%	985
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	1301
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	1244
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	1161
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	1172
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	1171
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	1179
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	1261
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	1107
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	1153
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	1078
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	1106
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	1061
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	1140
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	1097
2016 Q2	$1K	Buy	15 +5	+50%	+$239	﹤0.01%	1040
2016 Q1	$0	Buy	+10	New	+$443	﹤0.01%	1333

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

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

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

TCI Wealth Advisors's CHCO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of City Holding Co (CHCO) in Q2 2023, closing a stake of 14 shares — an estimated $1.27K sold.

TCI Wealth Advisors first reported a position in CHCO in Q1 2016 and held it in 29 quarters. The position peaked at $3K in Q3 2020. 173 funds tracked by Wall St. Rank hold CHCO as of Q2 2023.

TCI Wealth Advisors reported no remaining City Holding Co position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 14 City Holding Co shares in Q2 2023, an estimated $1.27K.
TCI Wealth Advisors first reported a position in City Holding Co in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's City Holding Co position peaked at $3K in Q3 2020.
173 funds tracked by Wall St. Rank held City Holding Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.