1834 Investment Advisors’s Charter Communications CHTR Stock Holding History

1834 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
2022 Q3	–	Sell	-43	Closed	-$20K	–	240
2022 Q2	$20K	Hold	43	–	–	﹤0.01%	340
2022 Q1	$23K	Hold	43	–	–	﹤0.01%	306
2021 Q4	$28K	Hold	43	–	–	﹤0.01%	303
2021 Q3	$31K	Hold	43	–	–	﹤0.01%	300
2021 Q2	$31K	Hold	43	–	–	﹤0.01%	312
2021 Q1	$27K	Hold	43	–	–	﹤0.01%	300
2020 Q4	$28K	Hold	43	–	–	﹤0.01%	298
2020 Q3	$27K	Buy	+43	New	+$25.4K	﹤0.01%	292

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

1834 Investment Advisors's CHTR Position: Q3 2022 in Review

1834 Investment Advisors sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 43 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in CHTR in Q3 2020 and held it in 8 quarters. The position peaked at $31K in Q3 2021. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

1834 Investment Advisors reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 43 Charter Communications shares in Q3 2022, an estimated $20K.
1834 Investment Advisors first reported a position in Charter Communications in Q3 2020 and held it in 8 quarters.
1834 Investment Advisors's Charter Communications position peaked at $31K in Q3 2021.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.