BDO Wealth Advisors’s Charter Communications CHTR Stock Holding History

BDO 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
2023 Q2	$22.4K	Buy	61 +55	+917%	+$18.8K	﹤0.01%	560
2023 Q1	$2.15K	Hold	6	–	–	﹤0.01%	901
2022 Q4	$2.04K	Hold	6	–	–	﹤0.01%	870
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	916
2022 Q2	$3K	Hold	6	–	–	﹤0.01%	841
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	878
2021 Q4	$4K	Hold	6	–	–	﹤0.01%	848
2021 Q3	$4K	Hold	6	–	–	﹤0.01%	854
2021 Q2	$4K	Sell	6 -3	-33%	-$2.02K	﹤0.01%	887
2021 Q1	$6K	Sell	9 -69	-88%	-$43.1K	﹤0.01%	809
2020 Q4	$52K	Hold	78	–	–	0.01%	349
2020 Q3	$49K	Buy	78 +5	+7%	+$2.95K	0.01%	333
2020 Q2	$37K	Hold	73	–	–	0.01%	355
2020 Q1	$32K	Buy	+73	New	+$35.7K	0.01%	380

Other funds holding CHTR

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BDO Wealth Advisors's CHTR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Charter Communications (CHTR) stake by 917% in Q2 2023, buying an estimated $18.8K and bringing the position to 61 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

BDO Wealth Advisors first reported a position in CHTR in Q1 2020 and has held it in 14 quarters since. The position peaked at $52K in Q4 2020. 843 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

BDO Wealth Advisors held 61 shares of Charter Communications worth $22.4K as of Q2 2023.
BDO Wealth Advisors bought 55 Charter Communications shares in Q2 2023, an estimated $18.8K.
Charter Communications made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #560 holding.
BDO Wealth Advisors first reported a position in Charter Communications in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Charter Communications position peaked at $52K in Q4 2020.
843 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.