Atria Wealth Solutions’s Charter Communications CHTR Stock Holding History

Atria Wealth Solutions’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
2024 Q1	–	Sell	-619	Closed	-$241K	–	1973
2023 Q4	$241K	Sell	619 -9,716	-94%	-$3.96M	﹤0.01%	1660
2023 Q3	$4.55M	Buy	10,335 +9,660	+1,431%	+$4.02M	0.06%	314
2023 Q2	$248K	Sell	675 -19	-3%	-$6.48K	﹤0.01%	1558
2023 Q1	$248K	Sell	694 -663	-49%	-$248K	﹤0.01%	1530
2022 Q4	$460K	Sell	1,357 -346	-20%	-$122K	0.01%	1126
2022 Q3	$517K	Sell	1,703 -45	-3%	-$19.3K	0.01%	1003
2022 Q2	$819K	Buy	1,748 +431	+33%	+$210K	0.02%	781
2022 Q1	$719K	Buy	+1,317	New	+$773K	0.01%	877

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's CHTR Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 619 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in CHTR in Q1 2022 and held it in 8 quarters. The position peaked at $4.55M in Q3 2023. 826 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

Atria Wealth Solutions reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 619 Charter Communications shares in Q1 2024, an estimated $241K.
Atria Wealth Solutions first reported a position in Charter Communications in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's Charter Communications position peaked at $4.55M in Q3 2023.
826 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.