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Briaud Financial Planning’s Charter Communications CHTR Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-10
Closed -$4K – 45
2023
Q3 		$4K Buy
+10
New +$4.16K ﹤0.01% 119

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BlackRock
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briaud Financial Planning's CHTR Position: Q4 2023 in Review

Briaud Financial Planning sold out of Charter Communications (CHTR) in Q4 2023, closing a stake of 10 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in CHTR in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

  • Briaud Financial Planning reported no remaining Charter Communications position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 10 Charter Communications shares in Q4 2023, an estimated $4K.
  • Briaud Financial Planning first reported a position in Charter Communications in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Charter Communications position peaked at $4K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.