Darwin Wealth Management’s Charter Communications CHTR Stock Holding History

Darwin 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
2024 Q4	–	Sell	-3	Closed	-$972	–	647
2024 Q3	$972	Buy	+3	New	+$1.01K	﹤0.01%	566
2021 Q3	–	Sell	-5,002	Closed	-$3.61M	–	174
2021 Q2	$3.61M	Sell	5,002 -658	-12%	-$443K	0.59%	34
2021 Q1	$3.49M	Buy	+5,660	New	+$3.54M	0.61%	42

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

Darwin Wealth Management's CHTR Position: Q4 2024 in Review

Darwin Wealth Management sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 3 shares — an estimated $972 sold.

Darwin Wealth Management first reported a position in CHTR in Q1 2021 and held it in 3 quarters. The position peaked at $3.61M in Q2 2021. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Darwin Wealth Management reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
Darwin Wealth Management sold 3 Charter Communications shares in Q4 2024, an estimated $972.
Darwin Wealth Management first reported a position in Charter Communications in Q1 2021 and held it in 3 quarters.
Darwin Wealth Management's Charter Communications position peaked at $3.61M in Q2 2021.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.