Baldwin Wealth Partners’s Charter Communications CHTR Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-36	Closed	-$11.7K	–	368
2024 Q3	$11.7K	Buy	+36	New	+$12.1K	﹤0.01%	773
2024 Q1	–	Sell	-45	Closed	-$17.5K	–	701
2023 Q4	$17.5K	Sell	45 -42	-48%	-$17.1K	﹤0.01%	518
2023 Q3	$38.3K	Sell	87 -14	-14%	-$5.82K	﹤0.01%	428
2023 Q2	$37.1K	Sell	101 -14	-12%	-$4.78K	﹤0.01%	452
2023 Q1	$41.1K	Hold	115	–	–	﹤0.01%	437
2022 Q4	$39K	Hold	115	–	–	﹤0.01%	445
2022 Q3	$35K	Hold	115	–	–	﹤0.01%	373
2022 Q2	$54K	Hold	115	–	–	0.01%	345
2022 Q1	$63K	Hold	115	–	–	0.01%	338
2021 Q4	$75K	Hold	115	–	–	0.01%	306
2021 Q3	$84K	Hold	115	–	–	0.01%	282
2021 Q2	$83K	Hold	115	–	–	0.01%	295
2021 Q1	$71K	Hold	115	–	–	0.01%	295
2020 Q4	$76K	Hold	115	–	–	0.01%	273
2020 Q3	$72K	Hold	115	–	–	0.01%	257
2020 Q2	$59K	Hold	115	–	–	0.01%	269
2020 Q1	$50K	Hold	115	–	–	0.01%	270
2019 Q4	$56K	Hold	115	–	–	0.01%	302
2019 Q3	$47K	Hold	115	–	–	0.01%	315
2019 Q2	$45K	Hold	115	–	–	0.01%	319
2019 Q1	$40K	Hold	115	–	–	0.01%	324
2018 Q4	$33K	Hold	115	–	–	0.01%	324
2018 Q3	$37K	Hold	115	–	–	0.01%	345
2018 Q2	$34K	Hold	115	–	–	0.01%	350
2018 Q1	$36K	Hold	115	–	–	0.01%	329
2017 Q4	$39K	Hold	115	–	–	0.01%	322
2017 Q3	$42K	Hold	115	–	–	0.01%	304
2017 Q2	$39K	Hold	115	–	–	0.01%	318
2017 Q1	$38K	Buy	+115	New	+$36.6K	0.01%	317

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's CHTR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 36 shares — an estimated $11.7K sold.

Baldwin Wealth Partners first reported a position in CHTR in Q1 2017 and held it in 29 quarters. The position peaked at $84K in Q3 2021. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 36 Charter Communications shares in Q4 2024, an estimated $11.7K.
Baldwin Wealth Partners first reported a position in Charter Communications in Q1 2017 and held it in 29 quarters.
Baldwin Wealth Partners's Charter Communications position peaked at $84K in Q3 2021.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.