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Doyle Wealth Management’s Charter Communications CHTR Stock Holding History

Doyle 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
Q4 		– Sell
-430
Closed -$268K – 213
2020
Q3 		$268K Sell
430
-5
-1% -$2.95K 0.03% 159
2020
Q2 		$222K Sell
435
-186
-30% -$94.3K 0.03% 163
2020
Q1 		$271K Sell
621
-19,039
-97% -$9.31M 0.04% 142
2019
Q4 		$9.54M Sell
19,660
-528
-3% -$243K 1.19% 37
2019
Q3 		$8.32M Buy
20,188
+475
+2% +$192K 1.15% 39
2019
Q2 		$7.79M Sell
19,713
-205
-1% -$76.8K 1.08% 39
2019
Q1 		$7.53M Sell
19,918
-1,589
-7% -$523K 1.09% 39
2018
Q4 		$6.13M Sell
21,507
-1,489
-6% -$467K 1.03% 37
2018
Q3 		$7.49M Sell
22,996
-152
-0.7% -$46.4K 1.16% 35
2018
Q2 		$6.79M Buy
23,148
+1,020
+5% +$293K 1.12% 37
2018
Q1 		$6.89M Sell
22,128
-505
-2% -$178K 1.16% 34
2017
Q4 		$7.6M Buy
22,633
+1,863
+9% +$633K 1.28% 30
2017
Q3 		$7.55M Buy
20,770
+946
+5% +$352K 1.32% 33
2017
Q2 		$6.68M Buy
19,824
+1,931
+11% +$644K 1.24% 36
2017
Q1 		$5.86M Buy
+17,893
New +$5.7M 1.19% 33

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Doyle Wealth Management's CHTR Position: Q4 2020 in Review

Doyle Wealth Management sold out of Charter Communications (CHTR) in Q4 2020, closing a stake of 430 shares — an estimated $268K sold.

Doyle Wealth Management first reported a position in CHTR in Q1 2017 and held it in 15 quarters. The position peaked at $9.54M in Q4 2019. 1,037 funds tracked by Wall St. Rank hold CHTR as of Q4 2020.

  • Doyle Wealth Management reported no remaining Charter Communications position as of Q4 2020 after selling out during the quarter.
  • Doyle Wealth Management sold 430 Charter Communications shares in Q4 2020, an estimated $268K.
  • Doyle Wealth Management first reported a position in Charter Communications in Q1 2017 and held it in 15 quarters.
  • Doyle Wealth Management's Charter Communications position peaked at $9.54M in Q4 2019.
  • 1,037 funds tracked by Wall St. Rank held Charter Communications as of Q4 2020.

Based on Doyle Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.