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Ahrens Investment Partners’s Charter Communications CHTR Stock Holding History

Ahrens Investment Partners’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
Q1 		$2.5K Buy
+7
New +$2.62K ﹤0.01% 858
2022
Q3 		– Sell
-7
Closed -$3K – 284
2022
Q2 		$3K Hold
7
– – ﹤0.01% 825
2022
Q1 		$4K Hold
7
– – ﹤0.01% 869
2021
Q4 		$5K Buy
+7
New +$4.77K ﹤0.01% 868

Other funds holding CHTR

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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

Ahrens Investment Partners's CHTR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Charter Communications (CHTR) in Q1 2023: 7 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CHTR as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CHTR in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • Ahrens Investment Partners held 7 shares of Charter Communications worth $2.5K as of Q1 2023.
  • Charter Communications was a new Ahrens Investment Partners position in Q1 2023.
  • Charter Communications made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #858 holding.
  • Ahrens Investment Partners first reported a position in Charter Communications in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Charter Communications position peaked at $5K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.