Atomi Financial Group’s Charter Communications CHTR Stock Holding History

Atomi Financial Group’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
2025 Q4	–	Sell	-921	Closed	-$253K	–	1221
2025 Q3	$253K	Sell	921 -273	-23%	-$82.5K	0.01%	981
2025 Q2	$488K	Buy	1,194 +45	+4%	+$17.2K	0.02%	607
2025 Q1	$423K	Buy	1,149 +116	+11%	+$41.5K	0.02%	603
2024 Q4	$354K	Buy	1,033 +181	+21%	+$65.4K	0.02%	638
2024 Q3	$276K	Buy	+852	New	+$287K	0.02%	706

Other funds holding CHTR

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors

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