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Almanack Investment Partners’s Charter Communications CHTR Stock Holding History

Almanack 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
2022
Q4 		– Sell
-28
Closed -$9K – 356
2022
Q3 		$9K Buy
+28
New +$12K ﹤0.01% 485
2020
Q4 		– Sell
-963
Closed -$604K – 404
2020
Q3 		$604K Buy
963
+12
+1% +$7.08K 0.07% 175
2020
Q2 		$485K Buy
951
+51
+6% +$25.9K 0.09% 131
2020
Q1 		$393K Buy
+900
New +$440K 0.08% 149

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Almanack Investment Partners's CHTR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 28 shares — an estimated $9K sold.

Almanack Investment Partners first reported a position in CHTR in Q1 2020 and held it in 4 quarters. The position peaked at $604K in Q3 2020. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 28 Charter Communications shares in Q4 2022, an estimated $9K.
  • Almanack Investment Partners first reported a position in Charter Communications in Q1 2020 and held it in 4 quarters.
  • Almanack Investment Partners's Charter Communications position peaked at $604K in Q3 2020.
  • 886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.