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B. Riley Wealth Advisors’s Charter Communications CHTR Stock Holding History

B. Riley Wealth Advisors’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
-842
Closed -$310K – 1090
2025
Q1 		$310K Buy
842
+23
+3% +$8.23K 0.01% 958
2024
Q4 		$281K Sell
819
-90
-10% -$32.5K 0.01% 894
2024
Q3 		$294K Sell
909
-142
-14% -$47.8K 0.01% 961
2024
Q2 		$314K Buy
1,051
+32
+3% +$8.73K 0.01% 1014
2024
Q1 		$448K Sell
1,019
-55
-5% -$17.7K 0.01% 843
2023
Q4 		$417K Buy
1,074
+55
+5% +$22.4K 0.01% 908
2023
Q3 		$448K Buy
1,019
+391
+62% +$163K 0.01% 843
2023
Q2 		$231K Buy
+628
New +$214K 0.01% 1273
2022
Q2 		– Sell
-622
Closed -$339K – 1261
2022
Q1 		$339K Buy
622
+1
+0.2% +$587 0.01% 952
2021
Q4 		$405K Buy
621
+37
+6% +$25.2K 0.01% 928
2021
Q3 		$425K Sell
584
-5
-0.8% -$3.79K 0.01% 862
2021
Q2 		$417K Sell
589
-564
-49% -$380K 0.01% 858
2021
Q1 		$716K Buy
1,153
+694
+151% +$434K 0.03% 582
2020
Q4 		$305K Sell
459
-43
-9% -$27.4K 0.02% 747
2020
Q3 		$300K Sell
502
-38
-7% -$22.4K 0.02% 716
2020
Q2 		$276K Buy
+540
New +$274K 0.02% 657
2015
Q1 		– Sell
-160
Closed -$27K – 798
2014
Q4 		$27K Buy
+160
New +$25.3K ﹤0.01% 2410
2014
Q3 		– Sell
-160
Closed -$25.3K – 847
2014
Q2 		$25.3K Buy
+160
New +$22.1K 0.01% 1358

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's CHTR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 842 shares — an estimated $310K sold.

B. Riley Wealth Advisors first reported a position in CHTR in Q2 2014 and held it in 18 quarters. The position peaked at $716K in Q1 2021. 889 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 842 Charter Communications shares in Q2 2025, an estimated $310K.
  • B. Riley Wealth Advisors first reported a position in Charter Communications in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Charter Communications position peaked at $716K in Q1 2021.
  • 889 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.