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CFS Investment Advisory Services’s Charter Communications CHTR Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-29,728
Closed – – 144
2022
Q3 		$0 Buy
+29,728
New +$12.7M ﹤0.01% 253
2022
Q2 		– Sell
-52,915
Closed – – 265
2022
Q1 		$0 Buy
+52,915
New +$31.1M ﹤0.01% 436

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFS Investment Advisory Services's CHTR Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 29,728 shares.

CFS Investment Advisory Services first reported a position in CHTR in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 29,728 Charter Communications shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in Charter Communications in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Charter Communications position peaked at $0 in Q3 2022.
  • 886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.