1620 Investment Advisors’s Charter Communications CHTR Stock Holding History

1620 Investment Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$2.2K	–	656
2025 Q3	$2.2K	Hold	8	–	–	﹤0.01%	577
2025 Q2	$3.27K	Hold	8	–	–	﹤0.01%	565
2025 Q1	$2.95K	Hold	8	–	–	﹤0.01%	553
2024 Q4	$2.74K	Sell	8 -1	-11%	-$362	﹤0.01%	566
2024 Q3	$2.95K	Sell	9 -234	-96%	-$78.7K	﹤0.01%	557
2024 Q2	$72.6K	Buy	+243	New	+$66.3K	0.06%	258

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

1620 Investment Advisors's CHTR Position: Q4 2025 in Review

1620 Investment Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 8 shares — an estimated $2.2K sold.

1620 Investment Advisors first reported a position in CHTR in Q2 2024 and held it in 6 quarters. The position peaked at $72.6K in Q2 2024. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

1620 Investment Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
1620 Investment Advisors sold 8 Charter Communications shares in Q4 2025, an estimated $2.2K.
1620 Investment Advisors first reported a position in Charter Communications in Q2 2024 and held it in 6 quarters.
1620 Investment Advisors's Charter Communications position peaked at $72.6K in Q2 2024.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.