CA
CHTR icon

CoreCap Advisors’s Charter Communications CHTR Stock Holding History

CoreCap 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
2026
Q2 		$18.6K Buy
131
+37
+39% +$6.17K ﹤0.01% 1828
2026
Q1 		$20.3K Sell
94
-5
-5% -$1.08K ﹤0.01% 1663
2025
Q4 		$20.7K Buy
99
+29
+41% +$6.52K ﹤0.01% 1668
2025
Q3 		$19.3K Sell
70
-10
-13% -$3.02K ﹤0.01% 1687
2025
Q2 		$32.7K Buy
80
+7
+10% +$2.68K ﹤0.01% 1416
2025
Q1 		$26.9K Sell
73
-2
-3% -$715 ﹤0.01% 1418
2024
Q4 		$25.7K Sell
75
-25
-25% -$9.04K ﹤0.01% 1454
2024
Q3 		$32.4K Sell
100
-68
-40% -$22.9K ﹤0.01% 1364
2024
Q2 		$50.2K Sell
168
-11
-6% -$3K 0.01% 660
2024
Q1 		$52K Sell
179
-2,686
-94% -$863K ﹤0.01% 1088
2023
Q4 		$1.11M Buy
+2,865
New +$1.17M 0.07% 243
2022
Q4 		$239K Buy
+706
New +$248K 0.02% 490
2022
Q3 		– Sell
-461
Closed -$216K – 792
2022
Q2 		$216K Buy
+461
New +$225K 0.02% 495
2022
Q1 		– Sell
-231
Closed -$151K – 807
2021
Q4 		$151K Buy
+231
New +$157K 0.01% 613

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