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Curated Wealth Partners’s Charter Communications CHTR Stock Holding History

Curated Wealth Partners’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
2022
Q2 		– Sell
-483
Closed -$316K – 134
2022
Q1 		$316K Hold
483
– – 0.11% 106
2021
Q4 		$316K Buy
483
+14
+3% +$9.53K 0.1% 109
2021
Q3 		$341K Buy
469
+2
+0.4% +$1.52K 0.19% 103
2021
Q2 		$337K Sell
467
-152
-25% -$102K 0.18% 104
2021
Q1 		$382K Buy
619
+110
+22% +$68.7K 0.23% 88
2020
Q4 		$337K Buy
+509
New +$324K 0.22% 92

Other funds holding CHTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Curated Wealth Partners's CHTR Position: Q2 2022 in Review

Curated Wealth Partners sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 483 shares — an estimated $316K sold.

Curated Wealth Partners first reported a position in CHTR in Q4 2020 and held it in 6 quarters. The position peaked at $382K in Q1 2021. 944 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

  • Curated Wealth Partners reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 483 Charter Communications shares in Q2 2022, an estimated $316K.
  • Curated Wealth Partners first reported a position in Charter Communications in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's Charter Communications position peaked at $382K in Q1 2021.
  • 944 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.