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Aevitas Wealth Management’s Charter Communications CHTR Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-13
Closed -$4K – 403
2018
Q3 		$4K Hold
13
– – ﹤0.01% 397
2018
Q2 		$4K Hold
13
– – ﹤0.01% 375
2018
Q1 		$4K Buy
13
+11
+550% +$3.87K ﹤0.01% 377
2017
Q4 		$1K Buy
+2
New +$679 ﹤0.01% 415

Other funds holding CHTR

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aevitas Wealth Management's CHTR Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Charter Communications (CHTR) in Q4 2018, closing a stake of 13 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in CHTR in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 764 funds tracked by Wall St. Rank hold CHTR as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Charter Communications position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 13 Charter Communications shares in Q4 2018, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Charter Communications in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Charter Communications position peaked at $4K in Q3 2018.
  • 764 funds tracked by Wall St. Rank held Charter Communications as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.