CFFP
CHTR icon

Center for Financial Planning’s Charter Communications CHTR Stock Holding History

Center for 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
2026
Q1 		$2.59K Buy
+12
New +$2.6K ﹤0.01% 563
2024
Q2 		– Sell
-5
Closed -$1.45K – 590
2024
Q1 		$1.45K Buy
+5
New +$1.61K ﹤0.01% 541
2022
Q3 		– Sell
-2
Closed -$1K – 644
2022
Q2 		$1K Hold
2
– – ﹤0.01% 492
2022
Q1 		$1K Hold
2
– – ﹤0.01% 493
2021
Q4 		$1K Buy
+2
New +$1.36K ﹤0.01% 502
2021
Q2 		– Sell
-7
Closed -$4K – 503
2021
Q1 		$4K Hold
7
– – ﹤0.01% 455
2020
Q4 		$5K Hold
7
– – ﹤0.01% 395
2020
Q3 		$4K Hold
7
– – ﹤0.01% 367
2020
Q2 		$4K Sell
7
-1
-13% -$507 ﹤0.01% 375
2020
Q1 		$3K Hold
8
– – ﹤0.01% 455
2019
Q4 		$4K Buy
+8
New +$3.68K ﹤0.01% 380

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return