CFG
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Cooper Financial Group’s Charter Communications CHTR Stock Holding History

Cooper Financial Group’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
2026
Q2 		– Sell
-1,334
Closed -$288K – 458
2026
Q1 		$288K Buy
1,334
+356
+36% +$77.1K 0.03% 338
2025
Q4 		$204K Sell
978
-127
-11% -$28.6K 0.02% 373
2025
Q3 		$304K Sell
1,105
-155
-12% -$46.8K 0.03% 299
2025
Q2 		$515K Buy
1,260
+28
+2% +$10.7K 0.06% 232
2025
Q1 		$454K Buy
1,232
+107
+10% +$38.3K 0.06% 248
2024
Q4 		$386K Buy
1,125
+120
+12% +$43.4K 0.05% 268
2024
Q3 		$326K Buy
+1,005
New +$338K 0.04% 303

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return