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Brewin Dolphin Wealth Management’s Charter Communications CHTR Stock Holding History

Brewin Dolphin 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
2021
Q2 		– Sell
-35
Closed -$21.6K – 341
2021
Q1 		$21.6K Buy
+35
New +$21.9K ﹤0.01% 250

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Vanguard Group
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Brewin Dolphin Wealth Management's CHTR Position: Q2 2021 in Review

Brewin Dolphin Wealth Management sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 35 shares — an estimated $21.6K sold.

Brewin Dolphin Wealth Management first reported a position in CHTR in Q1 2021 and held it in 1 quarter. The position peaked at $21.6K in Q1 2021. 991 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

  • Brewin Dolphin Wealth Management reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 35 Charter Communications shares in Q2 2021, an estimated $21.6K.
  • Brewin Dolphin Wealth Management first reported a position in Charter Communications in Q1 2021 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Charter Communications position peaked at $21.6K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2021, filed 9 Nov 2023.