DWA
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Delos Wealth Advisors’s Charter Communications CHTR Stock Holding History

Delos Wealth Advisors’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
2025
Q4 		– Sell
-9
Closed -$2.48K – 268
2025
Q3 		$2.48K Buy
+9
New +$2.72K ﹤0.01% 238
2024
Q1 		– Sell
-1
Closed -$389 – 367
2023
Q4 		$389 Hold
1
– – ﹤0.01% 279
2023
Q3 		$439 Hold
1
– – ﹤0.01% 301
2023
Q2 		$368 Hold
1
– – ﹤0.01% 317
2023
Q1 		$358 Hold
1
– – ﹤0.01% 329
2022
Q4 		$339 Hold
1
– – ﹤0.01% 338
2022
Q3 		$0 Buy
+1
New +$428 ﹤0.01% 301

Other funds holding CHTR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return