Beacon Pointe Wealth Advisors’s Charter Communications CHTR Stock Holding History

Beacon Pointe 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
2019 Q4	–	Sell	-1,022	Closed	-$420K	–	273
2019 Q3	$420K	Sell	1,022 -35	-3%	-$14.1K	0.09%	172
2019 Q2	$418K	Hold	1,057	–	–	0.09%	177
2019 Q1	$366K	Hold	1,057	–	–	0.08%	184
2018 Q4	$301K	Buy	+1,057	New	+$332K	0.11%	168

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CHTR Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2019, closing a stake of 1,022 shares — an estimated $420K sold.

Beacon Pointe Wealth Advisors first reported a position in CHTR in Q4 2018 and held it in 4 quarters. The position peaked at $420K in Q3 2019. 859 funds tracked by Wall St. Rank hold CHTR as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining Charter Communications position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 1,022 Charter Communications shares in Q4 2019, an estimated $420K.
Beacon Pointe Wealth Advisors first reported a position in Charter Communications in Q4 2018 and held it in 4 quarters.
Beacon Pointe Wealth Advisors's Charter Communications position peaked at $420K in Q3 2019.
859 funds tracked by Wall St. Rank held Charter Communications as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.