Aveo Capital Partners’s Charter Communications CHTR Stock Holding History

Aveo Capital 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
2023 Q1	–	Sell	-613	Closed	-$208K	–	344
2022 Q4	$208K	Buy	+613	New	+$215K	0.03%	315
2020 Q2	–	Sell	-863	Closed	-$377K	–	69
2020 Q1	$377K	Sell	863 -3	-0.3%	-$1.47K	0.18%	105
2019 Q4	$420K	Hold	866	–	–	0.17%	116
2019 Q3	$410K	Sell	866 -5	-0.6%	-$2.02K	0.17%	107
2019 Q2	$357K	Sell	871 -6	-0.7%	-$2.25K	0.16%	116
2019 Q1	$304K	Buy	+877	New	+$289K	0.14%	123

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Aveo Capital Partners's CHTR Position: Q1 2023 in Review

Aveo Capital Partners sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 613 shares — an estimated $208K sold.

Aveo Capital Partners first reported a position in CHTR in Q1 2019 and held it in 6 quarters. The position peaked at $420K in Q4 2019. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

Aveo Capital Partners reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
Aveo Capital Partners sold 613 Charter Communications shares in Q1 2023, an estimated $208K.
Aveo Capital Partners first reported a position in Charter Communications in Q1 2019 and held it in 6 quarters.
Aveo Capital Partners's Charter Communications position peaked at $420K in Q4 2019.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.