Acorn Financial Advisory Services’s Charter Communications CHTR Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-309	Closed	-$201K	–	220
2021 Q4	$201K	Hold	309	–	–	0.04%	214
2021 Q3	$225K	Hold	309	–	–	0.07%	202
2021 Q2	$223K	Buy	+309	New	+$208K	0.07%	220
2021 Q1	–	Sell	-309	Closed	-$204K	–	202
2020 Q4	$204K	Buy	+309	New	+$197K	0.08%	215
2020 Q1	–	Sell	-436	Closed	-$211K	–	161
2019 Q4	$211K	Buy	+436	New	+$201K	0.18%	157

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

VAM

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

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

Acorn Financial Advisory Services's CHTR Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 309 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in CHTR in Q4 2019 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Acorn Financial Advisory Services reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 309 Charter Communications shares in Q1 2022, an estimated $201K.
Acorn Financial Advisory Services first reported a position in Charter Communications in Q4 2019 and held it in 5 quarters.
Acorn Financial Advisory Services's Charter Communications position peaked at $225K in Q3 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.