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Accel Wealth Management’s Charter Communications CHTR Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-89
Closed -$31.8K – 283
2023
Q1 		$31.8K Hold
89
– – 0.01% 586
2022
Q4 		$30.2K Hold
89
– – 0.01% 451
2022
Q3 		$29K Hold
89
– – 0.02% 476
2022
Q2 		$42K Buy
89
+4
+5% +$1.95K 0.02% 383
2022
Q1 		$48K Hold
85
– – 0.02% 384
2021
Q4 		$55K Hold
85
– – 0.03% 365
2021
Q3 		$62K Hold
85
– – 0.04% 291
2021
Q2 		$61K Hold
85
– – 0.04% 306
2021
Q1 		$52K Sell
85
-31
-27% -$19.4K 0.04% 303
2020
Q4 		$77K Buy
+116
New +$73.8K 0.07% 234

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
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

Accel Wealth Management's CHTR Position: Q2 2023 in Review

Accel Wealth Management sold out of Charter Communications (CHTR) in Q2 2023, closing a stake of 89 shares — an estimated $31.8K sold.

Accel Wealth Management first reported a position in CHTR in Q4 2020 and held it in 10 quarters. The position peaked at $77K in Q4 2020. 843 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

  • Accel Wealth Management reported no remaining Charter Communications position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 89 Charter Communications shares in Q2 2023, an estimated $31.8K.
  • Accel Wealth Management first reported a position in Charter Communications in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Charter Communications position peaked at $77K in Q4 2020.
  • 843 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.