Clear Point Advisors’s Charter Communications CHTR Stock Holding History

Clear Point 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 Q3	–	Sell	-1	Closed	-$299	–	573
2024 Q2	$299	Hold	1	–	–	﹤0.01%	517
2024 Q1	$291	Hold	1	–	–	﹤0.01%	516
2023 Q4	$389	Buy	+1	New	+$408	﹤0.01%	496

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Clear Point Advisors's CHTR Position: Q3 2024 in Review

Clear Point Advisors sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 1 share — an estimated $299 sold.

Clear Point Advisors first reported a position in CHTR in Q4 2023 and held it in 3 quarters. The position peaked at $389 in Q4 2023. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

Clear Point Advisors reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
Clear Point Advisors sold 1 Charter Communications share in Q3 2024, an estimated $299.
Clear Point Advisors first reported a position in Charter Communications in Q4 2023 and held it in 3 quarters.
Clear Point Advisors's Charter Communications position peaked at $389 in Q4 2023.
834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Clear Point Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.