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Adirondack Retirement Specialists’s Charter Communications CHTR Stock Holding History

Adirondack Retirement Specialists’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
Q3 		– Sell
-1
Closed -$367 – 46
2023
Q2 		$367 Hold
1
– – ﹤0.01% 129
2023
Q1 		$348 Hold
1
– – ﹤0.01% 147
2022
Q4 		$339 Hold
1
– – ﹤0.01% 123
2022
Q3 		$0 Buy
+1
New +$428 ﹤0.01% 125

Other funds holding CHTR

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Adirondack Retirement Specialists's CHTR Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Charter Communications (CHTR) in Q3 2023, closing a stake of 1 share — an estimated $367 sold.

Adirondack Retirement Specialists first reported a position in CHTR in Q3 2022 and held it in 4 quarters. The position peaked at $367 in Q2 2023. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Charter Communications position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 1 Charter Communications share in Q3 2023, an estimated $367.
  • Adirondack Retirement Specialists first reported a position in Charter Communications in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Charter Communications position peaked at $367 in Q2 2023.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.