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Avior Wealth Management’s Charter Communications CHTR Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-88
Closed -$30.4K – 1024
2024
Q4 		$30.4K Buy
88
+45
+105% +$16.3K ﹤0.01% 1310
2024
Q3 		$14.2K Buy
43
+3
+8% +$1.01K ﹤0.01% 1446
2024
Q2 		$12.2K Sell
40
-35
-47% -$9.55K ﹤0.01% 1457
2024
Q1 		$22K Buy
75
+72
+2,400% +$23.1K ﹤0.01% 1559
2023
Q4 		$1.49K Hold
3
– – ﹤0.01% 1336
2023
Q3 		$1.68K Hold
3
– – ﹤0.01% 1400
2023
Q2 		$1.41K Hold
3
– – ﹤0.01% 1387
2023
Q1 		$1.37K Hold
3
– – ﹤0.01% 1434
2022
Q4 		$1.3K Hold
3
– – ﹤0.01% 1090
2022
Q3 		$1K Hold
3
– – ﹤0.01% 1064
2022
Q2 		$1K Hold
3
– – ﹤0.01% 981
2022
Q1 		$2K Hold
3
– – ﹤0.01% 973
2021
Q4 		$2K Hold
3
– – ﹤0.01% 964
2021
Q3 		$2K Hold
3
– – ﹤0.01% 925
2021
Q2 		$2K Sell
3
-1
-25% -$673 ﹤0.01% 892
2021
Q1 		$2K Buy
4
+1
+33% +$625 ﹤0.01% 899
2020
Q4 		$2K Hold
3
– – ﹤0.01% 867
2020
Q3 		$2K Buy
+3
New +$1.77K ﹤0.01% 817
2019
Q4 		– Sell
-25
Closed -$10K – 791
2019
Q3 		$10K Buy
+25
New +$10.1K ﹤0.01% 583
2018
Q2 		– Sell
-5
Closed -$2K – 785
2018
Q1 		$2K Sell
5
-1
-17% -$352 ﹤0.01% 689
2017
Q4 		$2K Buy
6
+5
+500% +$1.7K ﹤0.01% 689
2017
Q3 		$0 Hold
1
– – ﹤0.01% 496
2017
Q2 		$0 Hold
1
– – ﹤0.01% 452
2017
Q1 		$0 Hold
1
– – ﹤0.01% 492
2016
Q4 		$0 Hold
1
– – ﹤0.01% 500
2016
Q3 		$0 Hold
1
– – ﹤0.01% 461
2016
Q2 		$0 Buy
+1
New +$215 ﹤0.01% 467

Other funds holding CHTR

Dodge & Cox
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avior Wealth Management's CHTR Position: Q1 2025 in Review

Avior Wealth Management sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 88 shares — an estimated $30.4K sold.

Avior Wealth Management first reported a position in CHTR in Q2 2016 and held it in 27 quarters. The position peaked at $30.4K in Q4 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Avior Wealth Management reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 88 Charter Communications shares in Q1 2025, an estimated $30.4K.
  • Avior Wealth Management first reported a position in Charter Communications in Q2 2016 and held it in 27 quarters.
  • Avior Wealth Management's Charter Communications position peaked at $30.4K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.