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Cypress Point Wealth Management’s Charter Communications CHTR Stock Holding History

Cypress Point Wealth Management’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
2021
Q4 		– Sell
-1
Closed -$1K – 48
2021
Q3 		$1K Hold
1
– – ﹤0.01% 141
2021
Q2 		$1K Hold
1
– – ﹤0.01% 188
2021
Q1 		$1K Hold
1
– – ﹤0.01% 102
2020
Q4 		$1K Buy
+1
New +$637 ﹤0.01% 189

Other funds holding CHTR

TCI Fund Management
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cypress Point Wealth Management's CHTR Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Cypress Point Wealth Management first reported a position in CHTR in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1 Charter Communications share in Q4 2021, an estimated $1K.
  • Cypress Point Wealth Management first reported a position in Charter Communications in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Charter Communications position peaked at $1K in Q3 2021.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.