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Baker Tilly Wealth Management’s Charter Communications CHTR Stock Holding History

Baker Tilly 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
Q1 		– Sell
-335
Closed -$218K – 530
2021
Q4 		$218K Buy
+335
New +$228K 0.02% 492

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baker Tilly Wealth Management's CHTR Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 335 shares — an estimated $218K sold.

Baker Tilly Wealth Management first reported a position in CHTR in Q4 2021 and held it in 1 quarter. The position peaked at $218K in Q4 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 335 Charter Communications shares in Q1 2022, an estimated $218K.
  • Baker Tilly Wealth Management first reported a position in Charter Communications in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Charter Communications position peaked at $218K in Q4 2021.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.