Avitas Wealth Management’s Charter Communications CHTR Stock Holding History

Avitas 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
2022 Q3	–	Sell	-2,996	Closed	-$1.4M	–	191
2022 Q2	$1.4M	Sell	2,996 -1,062	-26%	-$518K	0.31%	103
2022 Q1	$2.21M	Buy	4,058 +59	+1%	+$34.6K	0.4%	80
2021 Q4	$2.61M	Buy	3,999 +73	+2%	+$49.7K	0.44%	87
2021 Q3	$2.86M	Sell	3,926 -7	-0.2%	-$5.31K	0.52%	78
2021 Q2	$2.84M	Buy	3,933 +1,272	+48%	+$856K	0.51%	75
2021 Q1	$1.64M	Buy	2,661 +111	+4%	+$69.4K	0.32%	110
2020 Q4	$1.69M	Buy	+2,550	New	+$1.62M	0.34%	115

Other funds holding CHTR

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

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

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

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

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

Avitas Wealth Management's CHTR Position: Q3 2022 in Review

Avitas Wealth Management sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 2,996 shares — an estimated $1.4M sold.

Avitas Wealth Management first reported a position in CHTR in Q4 2020 and held it in 7 quarters. The position peaked at $2.86M in Q3 2021. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

Avitas Wealth Management reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 2,996 Charter Communications shares in Q3 2022, an estimated $1.4M.
Avitas Wealth Management first reported a position in Charter Communications in Q4 2020 and held it in 7 quarters.
Avitas Wealth Management's Charter Communications position peaked at $2.86M in Q3 2021.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.