Avantax Planning Partners’s Charter Communications CHTR Stock Holding History

Avantax Planning 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
2025 Q2	–	Sell	-16,379	Closed	-$6.04M	–	452
2025 Q1	$6.04M	Buy	+16,379	New	+$5.86M	0.21%	78
2020 Q4	–	Sell	-387	Closed	-$242K	–	292
2020 Q3	$242K	Buy	+387	New	+$228K	0.01%	256
2018 Q4	–	Sell	-334	Closed	-$109K	–	436
2018 Q3	$109K	Buy	+334	New	+$102K	0.01%	329
2018 Q2	–	Sell	-387	Closed	-$120K	–	449
2018 Q1	$120K	Buy	+387	New	+$136K	0.01%	379
2017 Q4	–	Sell	-1,141	Closed	-$415K	–	321
2017 Q3	$415K	Buy	1,141 +30	+3%	+$11.2K	0.03%	231
2017 Q2	$374K	Sell	1,111 -60	-5%	-$20K	0.03%	225
2017 Q1	$383K	Sell	1,171 -123	-10%	-$39.2K	0.03%	209
2016 Q4	$373K	Buy	+1,294	New	+$348K	0.04%	201

Other funds holding CHTR

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's CHTR Position: Q2 2025 in Review

Avantax Planning Partners sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 16,379 shares — an estimated $6.04M sold.

Avantax Planning Partners first reported a position in CHTR in Q4 2016 and held it in 8 quarters. The position peaked at $6.04M in Q1 2025. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Avantax Planning Partners reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
Avantax Planning Partners sold 16,379 Charter Communications shares in Q2 2025, an estimated $6.04M.
Avantax Planning Partners first reported a position in Charter Communications in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's Charter Communications position peaked at $6.04M in Q1 2025.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.