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Clarus Wealth Advisors’s Charter Communications CHTR Stock Holding History

Clarus Wealth 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
2020
Q4 		– Sell
-583
Closed -$362K – 136
2020
Q3 		$362K Buy
583
+93
+19% +$54.9K 0.28% 72
2020
Q2 		$259K Buy
+490
New +$249K 0.22% 98

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
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
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
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Clarus Wealth Advisors's CHTR Position: Q4 2020 in Review

Clarus Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2020, closing a stake of 583 shares — an estimated $362K sold.

Clarus Wealth Advisors first reported a position in CHTR in Q2 2020 and held it in 2 quarters. The position peaked at $362K in Q3 2020. 1,035 funds tracked by Wall St. Rank hold CHTR as of Q4 2020.

  • Clarus Wealth Advisors reported no remaining Charter Communications position as of Q4 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 583 Charter Communications shares in Q4 2020, an estimated $362K.
  • Clarus Wealth Advisors first reported a position in Charter Communications in Q2 2020 and held it in 2 quarters.
  • Clarus Wealth Advisors's Charter Communications position peaked at $362K in Q3 2020.
  • 1,035 funds tracked by Wall St. Rank held Charter Communications as of Q4 2020.

Based on Clarus Wealth Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.