Chestnut Street ExchangeCHNTX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$1125.72avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Chestnut Street Exchange (CHNTX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Wealthspire Advisors, LLC ($606K).
- Company
- Chestnut Street Exchange
- CUSIP
- 166668103
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 538 shares sold, net −538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.0% | 538 | $606K |
"% of holder's portfolio" is CHNTX's weight in each manager's 13F, not the share of Chestnut Street Exchange the manager owns.