Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWAM
Boyd Watterson Asset Management’s
Charter Communications
CHTR
Stock Holding History
Boyd Watterson Asset 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
2026
Q1
$2.81K
Hold
13
–
–
﹤0.01%
337
2025
Q4
$2.71K
Hold
13
–
–
﹤0.01%
362
2025
Q3
$3.58K
Hold
13
–
–
﹤0.01%
346
2025
Q2
$5.32K
Hold
13
–
–
﹤0.01%
327
2025
Q1
$4.79K
Hold
13
–
–
﹤0.01%
336
2024
Q4
$4.46K
Hold
13
–
–
﹤0.01%
349
2024
Q3
$4.21K
Hold
13
–
–
﹤0.01%
348
2024
Q2
$3.89K
Hold
13
–
–
﹤0.01%
356
2024
Q1
$3.78K
Hold
13
–
–
﹤0.01%
354
2023
Q4
$5.05K
Hold
13
–
–
﹤0.01%
334
2023
Q3
$5.72K
Hold
13
–
–
﹤0.01%
326
2023
Q2
$4.78K
Hold
13
–
–
﹤0.01%
336
2023
Q1
$4.65K
Hold
13
–
–
﹤0.01%
339
2022
Q4
$4.41K
Buy
+13
New
+$4.57K
﹤0.01%
339
Other funds holding CHTR
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close