Destination Wealth Management’s Charter Communications CHTR Stock Holding History

Destination 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
2020 Q2	–	Sell	-517	Closed	-$226K	–	149
2020 Q1	$226K	Sell	517 -9	-2%	-$4.4K	0.01%	154
2019 Q4	$255K	Buy	+526	New	+$242K	0.01%	141
2019 Q3	–	Sell	-1	Closed	–	–	203
2019 Q2	$0	Sell	1 -4	-80%	-$1.5K	﹤0.01%	581
2019 Q1	$2K	Buy	5 +4	+400%	+$1.32K	﹤0.01%	586
2018 Q4	$0	Hold	1	–	–	﹤0.01%	538
2018 Q3	$0	Sell	1 -3	-75%	-$916	﹤0.01%	692
2018 Q2	$1K	Buy	+4	New	+$1.15K	﹤0.01%	485

Other funds holding CHTR

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

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

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

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

Destination Wealth Management's CHTR Position: Q2 2020 in Review

Destination Wealth Management sold out of Charter Communications (CHTR) in Q2 2020, closing a stake of 517 shares — an estimated $226K sold.

Destination Wealth Management first reported a position in CHTR in Q2 2018 and held it in 7 quarters. The position peaked at $255K in Q4 2019. 923 funds tracked by Wall St. Rank hold CHTR as of Q2 2020.

Destination Wealth Management reported no remaining Charter Communications position as of Q2 2020 after selling out during the quarter.
Destination Wealth Management sold 517 Charter Communications shares in Q2 2020, an estimated $226K.
Destination Wealth Management first reported a position in Charter Communications in Q2 2018 and held it in 7 quarters.
Destination Wealth Management's Charter Communications position peaked at $255K in Q4 2019.
923 funds tracked by Wall St. Rank held Charter Communications as of Q2 2020.

Based on Destination Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.