Crewe Advisors’s Charter Communications CHTR Stock Holding History

Crewe 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 Q4	–	Sell	-62	Closed	-$20.1K	–	674
2024 Q3	$20.1K	Hold	62	–	–	﹤0.01%	400
2024 Q2	$18.5K	Hold	62	–	–	﹤0.01%	565
2024 Q1	$18K	Buy	+62	New	+$19.9K	﹤0.01%	512
2023 Q1	–	Sell	-10	Closed	-$3.39K	–	854
2022 Q4	$3.39K	Sell	10 -51	-84%	-$17.9K	﹤0.01%	752
2022 Q3	$19K	Buy	61 +22	+56%	+$9.41K	﹤0.01%	471
2022 Q2	$18K	Buy	+39	New	+$19K	﹤0.01%	444
2021 Q4	–	Sell	-10	Closed	-$7K	–	410
2021 Q3	$7K	Hold	10	–	–	﹤0.01%	280
2021 Q2	$7K	Hold	10	–	–	﹤0.01%	300
2021 Q1	$6K	Hold	10	–	–	﹤0.01%	342
2020 Q4	$7K	Sell	10 -1	-9%	-$637	﹤0.01%	303
2020 Q3	$7K	Buy	+11	New	+$6.49K	﹤0.01%	293

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

Norges Bank Oslo, Norway $935B AUM

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

Crewe Advisors's CHTR Position: Q4 2024 in Review

Crewe Advisors sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 62 shares — an estimated $20.1K sold.

Crewe Advisors first reported a position in CHTR in Q3 2020 and held it in 11 quarters. The position peaked at $20.1K in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Crewe Advisors reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 62 Charter Communications shares in Q4 2024, an estimated $20.1K.
Crewe Advisors first reported a position in Charter Communications in Q3 2020 and held it in 11 quarters.
Crewe Advisors's Charter Communications position peaked at $20.1K in Q3 2024.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.