Burt Wealth Advisors’s Charter Communications CHTR Stock Holding History

Burt 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
2022 Q1	–	Sell	-358	Closed	-$233K	–	101
2021 Q4	$233K	Hold	358	–	–	0.08%	84
2021 Q3	$260K	Hold	358	–	–	0.08%	81
2021 Q2	$258K	Hold	358	–	–	0.09%	78
2021 Q1	$221K	Hold	358	–	–	0.08%	87
2020 Q4	$237K	Hold	358	–	–	0.08%	79
2020 Q3	$224K	Hold	358	–	–	0.08%	75
2020 Q2	$183K	Hold	358	–	–	0.07%	85
2020 Q1	$156K	Hold	358	–	–	0.07%	89
2019 Q4	$174K	Hold	358	–	–	0.07%	88
2019 Q3	$148K	Hold	358	–	–	0.06%	100
2019 Q2	$141K	Hold	358	–	–	0.06%	102
2019 Q1	$124K	Hold	358	–	–	0.06%	106
2018 Q4	$102K	Sell	358 -1	-0.3%	-$314	0.05%	123
2018 Q3	$117K	Hold	359	–	–	0.05%	124
2018 Q2	$105K	Hold	359	–	–	0.05%	122
2018 Q1	$112K	Sell	359 -3	-0.8%	-$1.05K	0.06%	119
2017 Q4	$122K	Buy	362 +70	+24%	+$23.8K	0.08%	114
2017 Q3	$106K	Sell	292 -60	-17%	-$22.3K	0.07%	122
2017 Q2	$118K	Hold	352	–	–	0.08%	105
2017 Q1	$115K	Hold	352	–	–	0.08%	99
2016 Q4	$101K	Hold	352	–	–	0.09%	115
2016 Q3	$95K	Sell	352 -3	-0.8%	-$758	0.1%	106
2016 Q2	$81K	Buy	355 +240	+209%	+$51.6K	0.09%	117
2016 Q1	$23K	Hold	115	–	–	0.02%	230
2015 Q4	$21K	Hold	115	–	–	0.02%	198
2015 Q3	$20K	Hold	115	–	–	0.02%	185
2015 Q2	$19K	Buy	+115	New	+$20.7K	0.02%	208

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

Burt Wealth Advisors's CHTR Position: Q1 2022 in Review

Burt Wealth Advisors sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 358 shares — an estimated $233K sold.

Burt Wealth Advisors first reported a position in CHTR in Q2 2015 and held it in 27 quarters. The position peaked at $260K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Burt Wealth Advisors reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Burt Wealth Advisors sold 358 Charter Communications shares in Q1 2022, an estimated $233K.
Burt Wealth Advisors first reported a position in Charter Communications in Q2 2015 and held it in 27 quarters.
Burt Wealth Advisors's Charter Communications position peaked at $260K in Q3 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Burt Wealth Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.