Coppell Advisory Solutions’s Charter Communications CHTR Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-42	Closed	-$14.4K	–	582
2024 Q4	$14.4K	Sell	42 -6	-13%	-$2.17K	﹤0.01%	986
2024 Q3	$15.7K	Sell	48 -36	-43%	-$12.1K	﹤0.01%	948
2024 Q2	$25.1K	Buy	+84	New	+$22.9K	﹤0.01%	694
2023 Q4	$10.1K	Buy	26 +24	+1,200%	+$9.79K	﹤0.01%	930
2023 Q3	$678	Sell	2 -24	-92%	-$9.98K	﹤0.01%	976
2023 Q2	$9.43K	Buy	+26	New	+$8.87K	﹤0.01%	701
2023 Q1	–	Sell	-2	Closed	-$678	–	353
2022 Q4	$678	Buy	+2	New	+$703	﹤0.01%	981

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions's CHTR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 42 shares — an estimated $14.4K sold.

Coppell Advisory Solutions first reported a position in CHTR in Q4 2022 and held it in 7 quarters. The position peaked at $25.1K in Q2 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

Coppell Advisory Solutions reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 42 Charter Communications shares in Q1 2025, an estimated $14.4K.
Coppell Advisory Solutions first reported a position in Charter Communications in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Charter Communications position peaked at $25.1K in Q2 2024.
875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.