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Cherry Tree Wealth Management’s Charter Communications CHTR Stock Holding History

Cherry Tree Wealth Management’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
2023
Q3 		– Sell
-1
Closed -$368 – 593
2023
Q2 		$368 Buy
+1
New +$341 ﹤0.01% 575

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Harris Associates
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State Street
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Berkshire Hathaway
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Cherry Tree Wealth Management's CHTR Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Charter Communications (CHTR) in Q3 2023, closing a stake of 1 share — an estimated $368 sold.

Cherry Tree Wealth Management first reported a position in CHTR in Q2 2023 and held it in 1 quarter. The position peaked at $368 in Q2 2023. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Charter Communications position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Charter Communications share in Q3 2023, an estimated $368.
  • Cherry Tree Wealth Management first reported a position in Charter Communications in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Charter Communications position peaked at $368 in Q2 2023.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.