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Avestar Capital’s Charter Communications CHTR Stock Holding History

Avestar Capital’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
Q3 		– Sell
-712
Closed -$291K – 490
2025
Q2 		$291K Sell
712
-74
-9% -$28.3K 0.02% 396
2025
Q1 		$290K Sell
786
-99
-11% -$35.4K 0.03% 387
2024
Q4 		$303K Buy
885
+55
+7% +$19.9K 0.03% 386
2024
Q3 		$269K Buy
830
+75
+10% +$25.2K 0.03% 373
2024
Q2 		$226K Buy
+755
New +$206K 0.02% 398
2024
Q1 		– Sell
-515
Closed -$200K – 465
2023
Q4 		$200K Buy
+515
New +$210K 0.02% 363
2021
Q4 		– Sell
-325
Closed -$236K – 439
2021
Q3 		$236K Hold
325
– – 0.03% 394
2021
Q2 		$234K Sell
325
-20
-6% -$13.5K 0.03% 381
2021
Q1 		$225K Sell
345
-1,150
-77% -$719K 0.05% 295
2020
Q4 		$989K Buy
1,495
+440
+42% +$280K 0.27% 75
2020
Q3 		$614K Buy
1,055
+20
+2% +$11.8K 0.2% 107
2020
Q2 		$528K Buy
+1,035
New +$525K 0.23% 98
2019
Q3 		– Sell
-28
Closed -$9K – 293
2019
Q2 		$9K Hold
28
– – 0.01% 509
2019
Q1 		$8K Sell
28
-4
-13% -$1.32K 0.01% 502
2018
Q4 		$6K Buy
32
+11
+52% +$3.45K ﹤0.01% 502
2018
Q3 		$4K Buy
21
+3
+17% +$916 ﹤0.01% 565
2018
Q2 		$3K Sell
18
-1
-5% -$287 ﹤0.01% 629
2018
Q1 		$1K Buy
19
+13
+217% +$4.57K ﹤0.01% 696
2017
Q4 		$2K Buy
+6
New +$2.04K ﹤0.01% 620

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avestar Capital's CHTR Position: Q3 2025 in Review

Avestar Capital sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 712 shares — an estimated $291K sold.

Avestar Capital first reported a position in CHTR in Q4 2017 and held it in 19 quarters. The position peaked at $989K in Q4 2020. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Avestar Capital reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 712 Charter Communications shares in Q3 2025, an estimated $291K.
  • Avestar Capital first reported a position in Charter Communications in Q4 2017 and held it in 19 quarters.
  • Avestar Capital's Charter Communications position peaked at $989K in Q4 2020.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.