Cypress Wealth Services’s Charter Communications CHTR Stock Holding History

Cypress Wealth Services’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
2020 Q3	–	Sell	-2,279	Closed	-$1.16M	–	297
2020 Q2	$1.16M	Buy	2,279 +2	+0.1%	+$1.01K	0.28%	87
2020 Q1	$993K	Hold	2,277	–	–	0.29%	89
2019 Q4	$1.1M	Hold	2,277	–	–	0.28%	93
2019 Q3	$938K	Hold	2,277	–	–	0.26%	100
2019 Q2	$900K	Hold	2,277	–	–	0.26%	100
2019 Q1	$790K	Sell	2,277 -1	-0%	-$329	0.25%	96
2018 Q4	$649K	Hold	2,278	–	–	0.26%	95
2018 Q3	$742K	Hold	2,278	–	–	0.27%	93
2018 Q2	$668K	Hold	2,278	–	–	0.25%	97
2018 Q1	$709K	Buy	2,278 +1	+0%	+$352	0.3%	87
2017 Q4	$765K	Buy	+2,277	New	+$774K	0.32%	85

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cypress Wealth Services's CHTR Position: Q3 2020 in Review

Cypress Wealth Services sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 2,279 shares — an estimated $1.16M sold.

Cypress Wealth Services first reported a position in CHTR in Q4 2017 and held it in 11 quarters. The position peaked at $1.16M in Q2 2020. 982 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

Cypress Wealth Services reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 2,279 Charter Communications shares in Q3 2020, an estimated $1.16M.
Cypress Wealth Services first reported a position in Charter Communications in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's Charter Communications position peaked at $1.16M in Q2 2020.
982 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.