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Cetera Advisors’s Charter Communications CHTR Stock Holding History

Cetera 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
2024
Q1 		$719K Buy
2,475
+270
+12% +$86.8K 0.01% 1353
2023
Q4 		$857K Buy
2,205
+1,639
+290% +$668K 0.01% 842
2023
Q3 		$249K Buy
+566
New +$235K ﹤0.01% 1427
2020
Q4 		– Sell
-906
Closed -$566K – 1039
2020
Q3 		$566K Buy
+906
New +$535K 0.02% 516

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cetera Advisors's CHTR Position: Q1 2024 in Review

Cetera Advisors increased its Charter Communications (CHTR) stake by 12% in Q1 2024, buying an estimated $86.8K and bringing the position to 2,475 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #1353.

Cetera Advisors first reported a position in CHTR in Q3 2020 and has held it in 4 quarters since. The position peaked at $857K in Q4 2023. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

  • Cetera Advisors held 2,475 shares of Charter Communications worth $719K as of Q1 2024.
  • Cetera Advisors bought 270 Charter Communications shares in Q1 2024, an estimated $86.8K.
  • Charter Communications made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1353 holding.
  • Cetera Advisors first reported a position in Charter Communications in Q3 2020 and has held it in 4 quarters since.
  • Cetera Advisors's Charter Communications position peaked at $857K in Q4 2023.
  • 824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.