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CFM Wealth Partners’s Charter Communications CHTR Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-12
Closed -$6K – 212
2020
Q2 		$6K Hold
12
– – ﹤0.01% 422
2020
Q1 		$5K Hold
12
– – ﹤0.01% 470
2019
Q4 		$6K Buy
+12
New +$5.52K ﹤0.01% 452

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CFM Wealth Partners's CHTR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 12 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in CHTR in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 982 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 12 Charter Communications shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Charter Communications in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Charter Communications position peaked at $6K in Q2 2020.
  • 982 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.