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 $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

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

Harris Associates

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

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

Berkshire Hathaway

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return