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All Season Financial Advisors’s Charter Communications CHTR Stock Holding History

All Season Financial Advisors’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 		– Sell
-874
Closed -$296K – 115
2022
Q4 		$296K Buy
+874
New +$307K 0.26% 97

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

All Season Financial Advisors's CHTR Position: Q1 2023 in Review

All Season Financial Advisors sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 874 shares — an estimated $296K sold.

All Season Financial Advisors first reported a position in CHTR in Q4 2022 and held it in 1 quarter. The position peaked at $296K in Q4 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • All Season Financial Advisors reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 874 Charter Communications shares in Q1 2023, an estimated $296K.
  • All Season Financial Advisors first reported a position in Charter Communications in Q4 2022 and held it in 1 quarter.
  • All Season Financial Advisors's Charter Communications position peaked at $296K in Q4 2022.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on All Season Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.