DB Wealth Management Group’s Charter Communications CHTR Stock Holding History

DB Wealth Management Group’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
2023 Q4	$1.94K	Hold	5	–	–	﹤0.01%	345
2023 Q3	$2.2K	Hold	5	–	–	﹤0.01%	337
2023 Q2	$1.84K	Hold	5	–	–	﹤0.01%	337
2023 Q1	$1.79K	Hold	5	–	–	﹤0.01%	334
2022 Q4	$1.7K	Buy	+5	New	+$1.76K	﹤0.01%	331
2022 Q1	–	Sell	-9	Closed	-$6K	–	324
2021 Q4	$6K	Hold	9	–	–	﹤0.01%	298
2021 Q3	$7K	Hold	9	–	–	﹤0.01%	281
2021 Q2	$6K	Hold	9	–	–	﹤0.01%	290
2021 Q1	$6K	Sell	9 -3	-25%	-$1.88K	﹤0.01%	300
2020 Q4	$8K	Buy	+12	New	+$7.64K	0.01%	283

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DB Wealth Management Group's CHTR Position: Q4 2023 in Review

DB Wealth Management Group held its Charter Communications (CHTR) position steady in Q4 2023 at 5 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

DB Wealth Management Group first reported a position in CHTR in Q4 2020 and has held it in 10 quarters since. The position peaked at $8K in Q4 2020. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

DB Wealth Management Group held 5 shares of Charter Communications worth $1.94K as of Q4 2023.
DB Wealth Management Group left its Charter Communications share count unchanged in Q4 2023.
Charter Communications made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #345 holding.
DB Wealth Management Group first reported a position in Charter Communications in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Charter Communications position peaked at $8K in Q4 2020.
906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.