Wealthcare Advisory Partners’s City Holding Co CHCO Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-358	Closed	-$29K	–	766
2021 Q1	$29K	Buy	+358	New	+$27.3K	﹤0.01%	1071
2020 Q2	–	Sell	-8	Closed	-$1K	–	476
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	1368
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	1304
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	1271
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	1234
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	1140
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	1125
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	1164
2018 Q2	$1K	Buy	+8	New	+$592	﹤0.01%	1167

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Wealthcare Advisory Partners's CHCO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of City Holding Co (CHCO) in Q2 2021, closing a stake of 358 shares — an estimated $29K sold.

Wealthcare Advisory Partners first reported a position in CHCO in Q2 2018 and held it in 9 quarters. The position peaked at $29K in Q1 2021. 148 funds tracked by Wall St. Rank hold CHCO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining City Holding Co position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 358 City Holding Co shares in Q2 2021, an estimated $29K.
Wealthcare Advisory Partners first reported a position in City Holding Co in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's City Holding Co position peaked at $29K in Q1 2021.
148 funds tracked by Wall St. Rank held City Holding Co as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.