Altium Wealth Management’s Charter Communications CHTR Stock Holding History

Altium 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
2022 Q2	$230K	Sell	490 -750	-60%	-$366K	0.02%	333
2022 Q1	$676K	Buy	1,240 +35	+3%	+$20.5K	0.04%	210
2021 Q4	$786K	Sell	1,205 -25	-2%	-$17K	0.05%	182
2021 Q3	$895K	Buy	1,230 +67	+6%	+$50.8K	0.06%	150
2021 Q2	$839K	Buy	1,163 +52	+5%	+$35K	0.06%	150
2021 Q1	$686K	Buy	1,111 +120	+12%	+$75K	0.06%	168
2020 Q4	$656K	Buy	991 +161	+19%	+$102K	0.06%	145
2020 Q3	$518K	Buy	830 +30	+4%	+$17.7K	0.05%	161
2020 Q2	$408K	Buy	800 +61	+8%	+$30.9K	0.05%	220
2020 Q1	$322K	Buy	739 +152	+26%	+$74.3K	0.04%	197
2019 Q4	$285K	Buy	587 +6	+1%	+$2.76K	0.03%	226
2019 Q3	$239K	Buy	581 +21	+4%	+$8.47K	0.03%	243
2019 Q2	$221K	Buy	+560	New	+$210K	0.03%	250

Other funds holding CHTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Altium Wealth Management's CHTR Position: Q2 2022 in Review

Altium Wealth Management reduced its Charter Communications (CHTR) stake by 60% in Q2 2022, selling an estimated $366K and leaving 490 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #333.

Altium Wealth Management first reported a position in CHTR in Q2 2019 and has held it in 13 quarters since. The position peaked at $895K in Q3 2021. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

Altium Wealth Management held 490 shares of Charter Communications worth $230K as of Q2 2022.
Altium Wealth Management sold 750 Charter Communications shares in Q2 2022, an estimated $366K.
Charter Communications made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #333 holding.
Altium Wealth Management first reported a position in Charter Communications in Q2 2019 and has held it in 13 quarters since.
Altium Wealth Management's Charter Communications position peaked at $895K in Q3 2021.
943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.