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Castle Financial & Retirement Planning Associates’s Charter Communications CHTR Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$6K Buy
+10
New +$6.81K 0.02% 129

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CHTR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Charter Communications (CHTR) in Q4 2021: 10 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings.

1,045 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 10 shares of Charter Communications worth $6K as of Q4 2021.
  • Charter Communications was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Charter Communications made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #129 holding.
  • 1,045 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.